A multi-billion dollar B2B distributor of electronic parts for over 100,000 manufacturers who serve a global network exceeding 450 locations in over 50 countries was in need of an improved online sales solution that seamlessly integrated with their accounting system – and quick!
While the client had successfully identified Zuora to handle its online sales, the company was stuck on how best to implement and integrate it with its QuickBooks accounting system. Acelerzi’s experience working with Zuora’s Relationship Business Management (RBM) system and creating customized integration solutions for its clients existing business systems was a perfect fit.
Systems Evaluation: The Acelerzi team’s first order of business was to review the client’s current business objectives and plans for growth. From there a thorough product and department overview was conducted. Areas of focus included,
- Customer acquisition
- Subscription lifecycle management
- Financial reporting
- Secure data migration
Application Design: A detailed application design blueprint was created, complete with a scope of work and project timeline, to efficiently implement a solution that would broaden their sales channels and increase revenue while streamlining their end-to-end billing.
Zuora Integration and Configuration: Acelerzi dug into Zuora’s multi-faceted features, configuring many of them to work seamlessly with the client’s current business systems, including:
Acelerzi is continuing to migrate the client’s data to the secure Zuora RBM system. All indications are that the migration is going quite smoothly. As with all of its clients, Acelerzi will stick with this client through implementation and beyond, into training, performance and user acceptance testing and support.