Guides

Adding PLG to your SLG motion? Take this test to see if you're ready to make the jump!

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Thinking of layering product-led growth into your B2B SaaS motion? This guide helps product managers ask the right internal questions before switching on self-service. From customer eligibility to infrastructure planning, it’s the discovery checklist you’ll want before transitioning from sales-led to hybrid PLG/SLG.

You might be looking at CPQ X because your current Quotes setup feels dated or because the upgrade path appears unavoidable. A common early observation, once a project has begun, is that the move to CPQ X behaves less like a simple upgrade and more like a fresh implementation that influences the data model, the layers of custom logic, the way sales teams work with quotes and the finance processes that rely on the resulting data. Many organisations find that the overall effort lands somewhere between six and twelve months. With that in mind, it can be helpful to explore a few broader questions before committing. How much change to your existing processes and configurations are you willing to take on at once, and what would your teams need in order to adapt successfully. If most custom elements require rebuilding rather than migrating, could this be an opportunity to reassess which parts of your current approach still serve you well and which might benefit from a redesign. If you are already investing this level of time and effort, is it worth considering whether an omnichannel CPQ platform might address needs such as hybrid sales motions, multiple billing engines or partner quoting with comparable or reduced effort. And finally, how does CPQ X align with the direction you want your quoting process to take over the next few years.

Managing subscriptions at scale is complex—handling recurring payments, cancellations, upgrades, and invoicing becomes exponentially challenging as your subscriber base grows. When using Salesforce alongside Zuora's subscription billing platform, integration is crucial for empowering sales, service, and success teams to manage subscribers efficiently. This guide explores three integration approaches—from Zuora's free connector to specialized solutions like Limio for Salesforce.

The days of forcing B2B buyers down a single sales path are over. Today's SMB purchasers demand flexibility—starting free trials at midnight, consulting sales reps over lunch, and completing purchases through trusted partners. This shift makes omnichannel capabilities essential for high-velocity SaaS companies. The stakes are clear: 90% of B2B buyers abandon suppliers with inadequate digital channels, while multi-channel engagement drives 1.8x higher conversions. AI raises the bar further, enabling 24/7 personalized experiences that SMB buyers now expect. This white paper examines how leading SaaS companies orchestrate product-led growth, direct sales, partner ecosystems, and AI capabilities to meet customers wherever they are and driving sustainable growth in the competitive SMB market.

Zuora users will now need to move from Subscribe and Amend to the more modern Orders object model and APIs. This shift has caused some confusion for Zuora users as they work to manage the switch.

In this post, we will run through when the change is happening and how to make the switch simple (spoiler alert: use Limio for Zuora!)

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Giants like Shopify and Amazon have set the bar impossibly high. Today's customers demand lightning-fast performance, seamless mobile experiences, and bulletproof security—all while expecting instant gratification. For subscription businesses, the complexity multiplies. Beyond standard ecommerce challenges, you're juggling recurring billing, complex pricing models, and platform integrations with Zuora. This guide walks you through building a subscription ecommerce site from scratch, tackling everything from product pages to order orchestration, with practical solutions for the unique challenges of subscription commerce.

Self-service sounds simple until you try building it. Legacy subscriptions, complex billing cycles, grandfathered plans, and the constant balancing act between customer empowerment and retention make it a nightmare. Most portals end up offering the bare minimum—view subscriptions, download invoices, update payment methods. For anything complex? "Call us!" This frustrates customers and wastes valuable team time. This guide tackles the real challenges of building comprehensive self-service for subscriptions, from displaying accurate subscription details to handling upgrades, downgrades, cancellations, and add-ons.