The Business Impact
The Business Impact of Integrating CRM, CPQ, and Billing: A Real‑World Example
In modern B2B SaaS operations, fragmented sales and finance systems often lead to revenue leakage, manual workarounds, and slow quote-to-cash cycles. At TheCloudPartner, we help you bring CRM, CPQ, and billing together—powered by Zuora subscription billing—to create a streamlined RCM life cycle with real impact.
The Business Impact of Integrating CRM, CPQ, and Billing: A Real‑World Example
In modern B2B SaaS operations, fragmented sales and finance systems often lead to revenue leakage, manual workarounds, and slow quote-to-cash cycles. At TheCloudPartner, we help you bring CRM, CPQ, and billing together—powered by Zuora subscription billing—to create a streamlined RCM life cycle with real impact.
Case Study: Secureframe’s Growth with CRM + CPQ + Billing Integration
Secureframe, a fast-growing compliance SaaS company, faced scaling challenges as its legacy monetization tools couldn’t keep pace with new products, global customers, and subscription complexity. Manual quoting, billing errors, and lack of integration slowed growth
Solution by Zuora (delivered via consultants like us) :
- Used Zuora CPQ integrated with Salesforce CRM to control product and discount rules, preventing quoting errors and ensuring accurate pricing.
- Automated billing and revenue recognition using Zuora Billing and Zuora Revenue, eliminating manual entry and compliance risk.
“Employees no longer have to spend hours manually entering billing data… this introduces the opportunity for human error” - Enabled Secureframe’s teams to launch new offerings, support partner billing models, and scale globally with over 180 currencies and multiple payment gateways supported by the Zuora platform.
Results realized :
- Significant reductions in billing issues and revenue leakage.
- Scalable quoting and billing flow that supported new products and multiple business models
- Faster operations with greater control and visibility
Results realized :
- Significant reductions in billing issues and revenue leakage.
- Scalable quoting and billing flow that supported new products and multiple business models
- Faster operations with greater control and visibility
How TheCloudPartner Brings That Transformation to Life
We replicate (and enhance) Secureframe’s success—and do it even faster—with our specialized Zuora consultation services
Step 1: CRM → CPQ → Billing Integration
We connect your Zuora CRM, CPQ tools, and subscription billing system for seamless flow—from quote creation to invoice generation and compliance.
Step 2: Configure Pricing Logic
We set up Zuora CPQ configuration for products, usage-based pricing, bundles, discounts, and approvals—all synchronized in Salesforce CRM
Step 3: Automate Billing & Revenue
Using subscription and billing logic built into Zuora Billing and Zuora Revenue, we automate invoice subscription, payment collection, renewals, and Zuora revenue recognition aligned to ASC 606/IFRS 15.
Step 4: Deploy Fast (6–8 Weeks)
In just 6–8 weeks, our teams implement and test: CPQ integration, billing workflows, payment gateways (including Recurly gateways or migrating off Recurly billing), and accounting sync to systems like NetSuite or other ERP.
Benefits You Can Expect
Benefits : Eliminate Revenue Leakage
Outcome :
Guardrails in CPQ + automated billing = no unbilled subscriptions
Benefits : Speed Up Quote‑to‑Cash
Outcome :
Quotes created in CRM instantly become invoices via Zuora billing
Benefits : Compliance Made Easy
Outcome :
Automated revenue schedules using Zuora accounting software
Benefits : Support Complex Pricing
Outcome :
Flat, usage-based, tiered, partner billing—handled natively
Benefits : Scalable, Global System
Outcome :
Multi-currency, recurrences, and central catalog via Zuora platform
Take a closer look at our integrated billing solutions
Frequently Asked Questions
What industries benefit most from this integration?
Any B2B SaaS or subscription-based business, especially those dealing with usage-based billing, tiered pricing, or global customers.
Can you integrate with Recurly or legacy billing tools?
Yes. We can either integrate Recurly payment gateways into Zuora or migrate your billing fully to the Zuora billing system for centralization and control.
How long does it take to go live?
Our structured approach and Zuora expertise allow for implementation in 6–8 weeks, depending on your complexity.
Does this require NetSuite or Salesforce?
We support integration with Salesforce CRM and Zuora NetSuite or other ERPs for synchronized data flows and financial reporting.
Ready to Transform Your Revenue Operations?
Secureframe’s example shows how powerful the integration of CRM, CPQ, and Zuora billing can be. With TheCloudPartner, you get expert-driven configuration and deployment of Zuora subscription billing software on a proven timeline.
Talk to our Zuora CPQ & Billing consulting team to build your unified revenue engine—designed for growth, speed, and efficiency in just 6–8 weeks.