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Adapting and developing a new data and flow model using Zuora, Salesforce Sales Cloud & Experience Cloud solutions

Adapting and developing a new data and flow model using Zuora, Salesforce Sales Cloud & Experience Cloud solutions

Services offered: Zuora, Salesforce Sales Cloud & Experience Cloud
Location: the US
Industry: Publishing industry

What’s the Problem?

The US customer asked us to adapt their magazine subscription process to new market demands. They needed to launch a digital subscription revenue system. Before the implementation, they were running legacy systems which lacked the flexibility and agility necessary to sell their magazine subscriptions to a wider readership.

What we did?

  1. Techinlab proposed a scalable cloud-based solution with Zuora as a Billing and Subscription system and Salesforce Sales and Experience clouds
  2. Techinlab architecture team designed data model and flows in Zuora and Salesforce, which included Subscriptions, Products, Product Rate Plans, Product Rate Plan Charges, Accounts, Payments, etc
  3. Our engineering team optimized Salesforce <-> Zuora integration process and implemented complex Apex-side logic for effective Lead scoring
  4. We migrated more that 300k records from multiple legacy tables into Salesforce and Zuora after an extensive data cleansing process with significantly increased data integrity and usability
  5. Our tech team established GDPR and PCI-compliant safeguards, including SSO from Google, Salesforce Visibility & Sharings configurations and security events monitoring