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Kubaru

Lead Assignment, Case Routing, Round Robin Distribution, Speed-to-Lead

By KubaruAgent Productivity

Rating
5.0
Reviews
153
Pricing
Paid
From $20 per user per month
Listed since
2018

About Kubaru

Assign leads, cases, and other records to the right rep INSTANTLY

Kubaru provides all the features you need to fully automate the assignment of leads, cases, contacts, and other objects in Salesforce:

  • Assign ANY standard or custom object
  • Round robin
  • Weighted assignment
  • Skill-based assignment
  • Shark tanks
  • Duplicate matching
  • Load balancing
  • Territory management
  • Automated reassignment of unworked records
  • Assign to logged-in reps only
  • Schedules
  • Notifications (email, mobile, Slack, Chatter, Lightning, push alerts, sound alerts, etc.)
  • Automatic reimbursement for lost/rejected leads
  • Assignment logs

How Kubaru helps:

  • Eliminate territory disputes between reps using round robin lead assignment
  • Assign leads and cases to reps based on availability, product knowledge, language, etc.
  • Use weighted lead assignment to direct more leads to top performers
  • Use load balancing to balance the workload between support reps
  • Create separate distribution schedules for geographically dispersed teams
  • Configure routers to reassign unworked leads before they go cold

Ensure leads and other records never go uncontacted again. Install a free trial today!

Highlights

  • INSTANT ASSIGNMENT Say goodbye to managing complex assignment rules. Kubaru makes it easy to instantly assign leads, cases, opportunities, and other records to the right user. Eliminate manual work, reduce response time, and hit your speed-to-lead goals.
  • EASY TO USE Kubaru makes it easy to automate even the most complex assignment logic—no coding or Salesforce admin access required. Eliminate bottlenecks and empower your team to manage assignments. Start a trial to see for yourself how easy it is to use!
  • INTELLIGENT ROUTING Kubaru provides powerful features to ensure records are always assigned to the right person. Key features include weighted round robin assignment, workload balancing, territory management, skill-based routing, shark tanks, and more.
  • SLA ENFORCEMENT Kubaru will monitor lead and case response times and escalate or reassign unworked records before they go cold. Keep your pipeline warm, measure employee performance, and ensure your team meets SLAs for both sales and support.
  • USER AVAILABILITY Never assign records to unavailable users again. Kubaru makes it easy to configure user work shifts, out-of-office schedules, workload capacity limits, and more—ensuring records are only routed to users who are available to respond.
  • WORKLOAD BALANCING Avoid employee burnout and boost productivity by assigning leads, cases, and other records based on user capacity. Kubaru helps you monitor performance and balance workloads using weights, capacity limits, and other features.
  • BUILT TO SCALE Kubaru was built using Salesforce Lightning Web Components for maximum performance and scalability. It runs asynchronously in the background to handle enterprise-scale data without exceeding governor limits or slowing other processes.
  • ENTERPRISE-GRADE SECURITY Kubaru is a 100% native Salesforce application built on the Salesforce Lightning platform—providing unmatched data security. Detailed audit logs provide full visibility into every assignment and configuration change.
  • FREE LIFETIME SUPPORT We work closely with every customer to ensure Kubaru meets their unique needs. That’s how we’ve maintained a perfect five-star rating. Let us help you find the right assignment strategy to supercharge your team’s performance!

Screenshots

Assignment made simple

Image 1 of 15

Assignment made simple

Pricing

Paid, from $20 per user per month.

Kubaru plans
PlanPriceBilled
Monthly Subscription$20 per userMonthly

Click “Get it Now” to start your free 30-day trial. Volume discounts available on request. Minimum purchase of 5 licenses. Contact us at sales@kubaru.io for more details.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Financial Services Cloud
Requires
  • Sales Cloud
  • Service Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on April 19, 2017
Industries
  • Horizontal Product
  • Financial Services
  • Manufacturing
Languages
  • English

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