Zoho Subscriptions

Powering recurring revenue with smarter subscription management software

Course Brief

The Zoho Subscriptions onboarding course from Pinnacle Business & Marketing Consulting is designed to help businesses unlock the full potential of subscription management software. Whether you are new to subscription billing or looking to optimize existing processes, this course provides practical, hands-on guidance tailored to your needs.

Over the course of structured lessons, you will learn how to set up subscription plans, automate billing cycles, configure payment gateways, and manage customers through a self-service portal. You will also explore advanced features such as usage-based pricing, dunning management, and analytics to track revenue performance.

The course is not only about technical setup but also about empowering your business with best practices for pricing strategies, reducing churn, and improving customer retention. By combining demonstrations, step-by-step processes, and real-world examples, the course ensures you can confidently run your subscription operations with Zoho Subscriptions.

As part of Pinnacle’s commitment, this onboarding program is available free of charge, making it easier for businesses of all sizes to start strong with Zoho Subscriptions.

Curriculum

Chapter 1: Introduction to Subscription Management

Lesson 1.1: What is Subscription Billing?

Lesson 1.2: Key Benefits of Using Zoho Subscriptions

Lesson 1.3: Subscription Models Across Industries

Chapter 2: Getting Started with Zoho Subscriptions

Lesson 2.1: Navigating the Zoho Subscriptions Interface

Lesson 2.2: Understanding Plans, Add-ons, and Coupons

Lesson 2.3: Setting Up Your Organization Profile

Chapter 3: Configuring Products and Plans

Lesson 3.1: Creating Products and Pricing Plans

Lesson 3.2: Managing Add-ons and Coupons

Lesson 3.3: Best Practices for Pricing Strategies

Chapter 4: Managing Customers and Subscriptions

Lesson 4.1: Adding and Managing Customers

Lesson 4.2: Creating and Modifying Subscriptions

Lesson 4.3: Handling Upgrades, Downgrades, and Cancellations

Chapter 5: Invoicing and Payments

Lesson 5.1: Generating and Customizing Invoices

Lesson 5.2: Setting Up Payment Gateways

Lesson 5.3: Handling Taxes and Compliance

Chapter 6: Automating Billing and Reminders

Lesson 6.1: Automating Recurring Billing Cycles

Lesson 6.2: Payment Reminders and Dunning Management

Lesson 6.3: Reducing Churn Through Automation

Chapter 7: Integrations with Zoho Ecosystem and Beyond

Lesson 7.1: Integrating with Zoho Books and Zoho CRM

Lesson 7.2: Connecting with Third-Party Applications

Lesson 7.3: API and Webhooks for Advanced Integrations

Chapter 8: Reporting and Analytics

Lesson 8.1: Subscription Metrics and Dashboards

Lesson 8.2: Revenue Recognition and Financial Reports

Lesson 8.3: Using Analytics for Business Decisions

Chapter 9: Customer Engagement and Retention

Lesson 9.1: Using Coupons and Discounts Effectively

Lesson 9.2: Customer Communication Strategies

Lesson 9.3: Retention Tactics for Reducing Churn

Chapter 10: Security and Data Management

Lesson 10.1: User Roles and Permissions

Lesson 10.2: Data Security and Confidentiality

Lesson 10.3: Backup and Archiving Practices

Chapter 11: Final Setup and Go-Live Checklist

Lesson 11.1: Pre-Launch Testing and Validation

Lesson 11.2: Final Setup Checklist Before Launch

Lesson 11.3: Troubleshooting Common Issues

Chapter 12: Best Practices and Ongoing Support

Lesson 12.1: Best Practices for Subscription Businesses

Lesson 12.2: Staying Compliant and Adapting to Market Changes

Lesson 12.3: Getting Help from Zoho and Pinnacle

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.