How many actionable data points are hidden away in your billing and subscription system?
Your marketing, sales, and customer success teams probably need regular insight into:
Until now, there have been three approaches to getting data out of Zuora and into other systems: building dev-intensive custom integrations with the Zuora API, partnering with (and paying for) an integration solution provider, or using point-to-point connectors that only pipe data in one direction.
Usermind takes a different approach: Our Zuora integration uses both their REST and SOAP APIs, and because you can define your business logic and automate processes in natural language, you never have to write a line of code.
With Usermind, you can connect business processes between your CRM, marketing automation, transactional email, communication tools, and Zuora — and get actionable insight on those end-to-end processes. And because Usermind handles entity mapping between systems, you can automate communications to the right person at the right time — even though Zuora only stores an email address for the billing contact person.
Here are some examples of what you can do in Usermind with triggers, actions, and data from Zuora and other systems:
Let’s say we want to optimize our SaaS free trial based on Zuora interactions. We’ll add rules to our Journeys in Usermind to define that logic.
First, we’ll make sure our entities are appropriately mapped between our systems. For this example, we’re using Salesforce, Marketo, and Mixpanel. You could also connect Eloqua, Pardot, HubSpot, or use usage metrics from your custom database or delivered via webhooks. Once mapping is established in Usermind, objects in Zuora will be associated with the appropriate related objects or fields in your other connected systems.
Next, we’ll set criteria for successful completion of each stage in our free trial.
For this example, we’ll use: Signed up for Free Trial, Entered Billing Information, Successful Payment.
Next, we’ll define the logic behind our business processes to:
Sound like a lot of work? Here’s what it looks like in Usermind.
Because we’re capturing all of the data, you can compare cohorts over time, see where travelers are getting stuck, and gain insight into how to improve the journey at each step — based on the analytics of your customers’ actual progress.
Historically, it’s been difficult to integrate Zuora without expensive, time-consuming custom solutions — and even harder to get meaningful reporting on how billing issues impact your conversion rates.
With Usermind, you can optimize your customer’s experience from free trial to renewal, from one centralized hub for data, action, and analytics.