Get the results you bought Zuora for. Reliable billing, clearer answers when bookings and billings differ, and information your team can act on. I help reduce the recurring billing problems and manual corrections that can hold up cash flow, without adding unnecessary complexity.
With more than seven years of hands-on Zuora experience, I help organizations navigate the platform’s complexity, lean into its strengths, and work effectively within its limits.
| Choose the help you need | Bookings-to-Billings Check | Zuora-CRM Connection Setup | CRM Data Readiness & Setup |
|---|---|---|---|
| Best for | What was booked and what was billed do not line up, and your team needs an explanation. | Your CRM data model is ready, and you need sales and billing information to move between systems in both directions. | You are unsure whether your CRM data model is ready for the connection, or you know it needs preparation. |
| Your first useful result | An agreed sample reconciled, with differences explained and next actions identified. | A working, tested exchange of the agreed sales and billing information. | A clear readiness assessment and the agreed data model changes needed to support the connection. |
| Reconcile booked deals with Zuora subscriptions and invoices | Included | ||
| Explain billing differences and prioritize next actions | Included | ||
| Assess CRM data readiness for the connection | Included | ||
| Make the agreed CRM data model changes | Included | ||
| Set up the two-way Zuora-CRM connection | Included | ||
| Map and test the agreed flows of sales and billing information | Included | ||
| Document the connection and its handoff | Included | ||
| Ready to get started? | Discuss the check | Discuss connection | Get CRM ready |
Bookings-to-Billings Check
What was booked and what was billed do not line up, and your team needs an explanation.
Your first useful result: An agreed sample reconciled, with differences explained and next actions identified.
Included in the agreed scope:
- Compare booked deals with Zuora subscriptions, charges, and invoices.
- Investigate differences using agreed definitions, terms, and billing schedules.
- Document exceptions, supporting evidence, and prioritized next actions.
Available as a separate service: CRM Data Readiness & Setup and Zuora-CRM Connection Setup.
Discuss the checkZuora-CRM Connection Setup
Your CRM data model is ready, and you need sales and billing information to move between systems in both directions.
Your first useful result: A working, tested exchange of the agreed sales and billing information.
Included in the agreed scope:
- Set up the two-way connection using the prepared CRM data model.
- Map approved sales information into Zuora and agreed subscription and invoice information back into the CRM.
- Test agreed data flows and exceptions, and document the connection for handoff.
Available as a separate service: CRM data readiness assessment and data model setup. I handle that through CRM Data Readiness & Setup.
Discuss connectionCRM Data Readiness & Setup
You are unsure whether your CRM data model is ready for the connection, or you know it needs preparation.
Your first useful result: A clear readiness assessment and the agreed data model changes needed to support the connection.
Included in the agreed scope:
- Assess the relevant CRM records, fields, relationships, and data ownership.
- Identify the gaps affecting the proposed connection.
- Make and document the agreed data model changes.
Available as a separate service: Zuora-CRM Connection Setup and the Bookings-to-Billings Check.
Get CRM readyIncluded in the agreed service scope.
You can choose one service or scope the services together.
A clear starting point.
Let’s discuss your needs and use the findings from that conversation to guide next steps. For a bookings-to-billings check, we agree on the sample, definitions, and billing periods so expected timing differences can be explained. For a connection, we confirm the systems, prepared data model, information flowing each way, and acceptance criteria. Additional services cover subscription configuration reviews, existing CRM-Zuora connection review and remediation, process improvements and training, and monthly billing integrity monitoring. We scope only the services you need, with access, responsibilities, timing, pricing, and expected results agreed before work begins.
Need Salesforce implementation or ongoing admin support? Explore Salesforce services.