Curious about what's next for Zuora CPQ? Join us to hear Zuora's CPQ Product Management demonstrate the brand new UI and features included with Zuora's CPQ X.
4. SAFE HARBOR DISCLAIMER
The following presentation is intended for information purposes only. The development, release, and timing of any
features or functionality described for Zuora’s products remains at the sole discretion of Zuora and is subject to
change. Any unreleased services or features referenced in this presentation are not currently available and may not
be delivered on time or at all. Customers should make purchase decisions based upon product features that are
currently available.
In addition, statements in this presentation that refer to forecasts, future plans and expectations are forward-looking
statements that involve risks, uncertainties, and assumptions, many of which involve factors or circumstances that are
beyond our control. If any such uncertainties materialize, if any of the assumptions prove incorrect, or if priorities or
resourcing changes, actual results could differ materially from such forward-looking statements. You are cautioned
not to place undue reliance on these forward-looking statements as they reflect Zuora’s expectations as of the date of
this presentation. In addition, actual results could differ materially from those expressed or implied in the forward-
looking statements due to a number of factors, including but not limited to, risks detailed in our Annual Report on
Form 10-K filed with the Securities and Exchange Commission (SEC) on April 18, 2019, as well as other documents that
may be filed by us from time to time with the SEC. Copies of Annual Report on Form 10-K and other filings with the
SEC may be obtained by visiting our Investor Relations website at investor.zuora.com or the SEC's website at
www.sec.gov. Zuora assumes no obligation and does not intend to update these forward looking statements after the
date of this presentation to conform these statements to actual results or to changes in our expectations.
We encourage customers requiring specific functionality to file requests on our Zuora Community Ideas Board, even if
a feature potentially addressing their needs has been previously discussed. These cases will be tracked by Zuora
product management and every effort will be made to proactively communicate Zuora’s triage and status of incoming
requests.
5. PRICING AND
PACKAGING
BILLING AND
PAYMENTS
REVENUE
RECOGNITION
PLATFORM
& ANALYTICS
OMNI-CHANNEL
COMMERCE
Scale
High Scale Sign-ups
High Scale Invoicing
High Scale Payments
Extend
Enriched Workflow
Custom Data Model
Events & Notifications
Integrate
Link Query API
CRM Connector
ERP Connector
Admin
Audit Trail
Test Environments
Centralized Products and Pricing
Central product and pricing logic available to
all go-to-market channels
Price by Multiple Attributes
Sophistication and flexibility for usage-
based monetization
CPQ X
The fastest, most efficient order capture
system for subscription businesses
Self-Serve Lifecycle Mgmt
Complete self-service subscription
management on Zuora Subscriber Portal
3rd Party Order Ingestion Engine
Capture Orders from any CPQ or
Commerce system.
Usability Boost
Improved usability across data validations, the period close
manager, and report generation
Advanced Reconciliation Management
New reconciliation dashboard and exception handling helps
surface inconsistencies for the revenue team to review
Active Usage Rating
New active rating engine enables usage
scale and timely threshold notifications
Open Payment Frameworks
Enabling new gateways partner and new
payment methods to onboard fast
Expanded Collections Footprint
Machine learning for payment retries; PO
tracking, localization, and payment plans
Report Analyze
Real-time
Reporting
Data Explorer
Configurable Dashboard
Customer Segments
2019 ZUORA PRODUCT DIRECTION
Offers
Optimize offerings for commerce with
bundled rate plans, cross-selling and more
9. What needs to be in future CPQ?
Persona Focused Context driven
Data driven Omni channelFlexible
Efficient
10. Provides a rapid and scalable quote creation
experience that seamlessly bills, collects and
recognizes revenue on what is sold
Zuora CPQ X
11. 02 Fast
Context driven flows, new product
selectors
How will we do it?
03 Flexible
Multiyear amendments, Multiple
subscriptions in a quote
04
Data driven
Metrics over timeline and subscription
history
05 Scalable
Support large volume quotes
06 Omni Channel
New Rules engine, New Guided selling
service
Easy to use
Persona based UI, New intuitive UI01
13. Omni channel
New Microservices - Rules engine, Guided selling, Offers
New Rules engine - Validation rules on Account, Subscription history
New Guided selling - Step by step flow guiding users to select
products/offers based on questions
Configure once and use it across all channels
14. Recap
New CPQ X - Redefining the CPQ
Interested in providing feedback? Please reach out to
sbeepyata@zuora.com