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ZUORA GUIDED IMPLEMENTATION

For companies looking to self-implement Zuora products

Is this right for you?

If you’re in talks to become a Zuora customer and use our products out-of-the-box,
we’ll evaluate whether you’re ready to tackle implementation on your own.

Qualifying customers will receive a self-guided implementation plan
with step-by-step instructions and regular progress check-ins.

We'll help you help yourself

You know what’s best for your business, and have the resources to execute.

We have a step-by-step guide and experts available to help you along.

Combine our resources with your knowledge for a seamless implementation.

What’s included

A top-to-bottom overview of implementation best practices

Coursework to bring you up to speed with Zuora products

Access to Zuora implementation experts for regular check-ins

How to get started

We want to make sure you’ll be successful with self-guided implementation,
so we’ll evaluate your needs to determine whether you’re a good candidate.

Learn more about it and see if your business qualifies:

Answers to all of your questions

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ZGI is meant for companies with a relatively simple subscription business. By “relatively simple” we mean one to two products, a single sales channel, no freemium model, sales in one to two countries, etc.

Contact us at training@zuora.com. Our pre-sales experts will gather information about your business, your growth plans, other systems you use, and more. We’ll use that information to determine if this implementation approach is right for you.

Once your contracts are signed with Zuora, a member of our Global Services team will reach out to schedule a kickoff, at which time s/he will review an overall project plan, introduce you to the program, and give you access. If you have joined the program and have questions about your kickoff status, email us at training@zuora.com.

ZGI coursework is sequenced into learning paths; each learning path focuses on one specific aspect of Zuora Billing. We’ll provide you with a checklist of tasks to perform, directions for those tasks, and a template for the information you’ll gather before getting started. After completing the template, you’ll meet with an implementation expert from our Global Services team who will review your materials, decide whether you’re ready to move ahead, and give you pointers for your next steps. You’ll meet with your designated implementation expert at specific checkpoints throughout the program. S/he will regularly review your work, help you work through trouble spots and guide you through any necessary adjustments.

We welcome questions and know you’re likely to have them as you work through your implementation. As part of the program, you’ll have check-in meetings at defined points with a member of our Global Services team. As you move along, gather your questions and bring them with you to the check-in meeting. Our implementation experts will work through each question with you!

 

If your concerns are more urgent and you can’t wait until your next check-in, email us for help at training@zuora.com.

After kickoff, it typically takes companies 4 to 8 weeks to go live. While the actual Zuora configurations can be completed quickly, the variability in time often results from our customers’ need to ensure that Zuora Billing is set up best to meet their business goals.

Your training materials are located at certifications.zuora.com. When you sign up for the program, you’ll be given login credentials to access the site. You’ll visit the same place to schedule check-in meetings with Zuora implementation experts.


If you’re having trouble accessing your account, email us for help at training@zuora.com.

Once you complete implementation and your company officially “goes live” on Zuora, you’ll maintain access to training materials in certifications.zuora.com for 30 days. After those 30 days pass, your account will be deactivated.