Billing System Automation for Research Provider

A Case Study

Industry: Research Information Provider

Synthesis Service: Billing process automation and support

Products: Zuora, Salesforce

The Client

The client empowers the antique and collectible industry by providing a steady stream of new data and quality information helping improve the pricing transparency that exists between sellers and buyers. Sellers realize better prices and buyers gain comfort that the price they are paying is fair.

The Context & Challenge

  • The client was growing faster, but were slowed by manual processes taking time and effort away from its employees. With 400,000 transactions a month and growing, the volume has become difficult to handle

  • Synthesis was engaged to automate processes across Collections, Revenue, Tax, and unfit integrations between Zuora and Salesforce.

  • Other challenges they had included re-trying a customer’s payment method at a specific time, setting-up rev rec rules, and calculating tax accurately (VAT tax).

The Solution

  • Synthesis has helped the client with troubleshooting and support including revenue leakage, building out workflows, identifying errors, and implementing Zuora Collection Modules.

  • Synthesis continues to support the client to make sure they are poised for exponential growth through

Value Delivered

  • Synthesis has configured Zuora tenant tailored to their business by automating several manual processes across Collections, Revenue, and Tax,

  • The client’s employees have saved significant bandwidth to now focus on other aspects of the business.

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