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

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

Overview

Are you looking for a better way to assign leads, contacts, cases, opportunities, and other records in Salesforce? Kubaru provides all the tools you need to optimize your assignment strategy. Start your free 30 day trial today!

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See How Kubaru: Lead Assignment, Case Routing, Round Robin Distribution, Speed-to-Lead Works

  • 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!

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!

Categories

Business Needs
Sales
Productivity
Customer Service
Industries
Horizontal Product
Financial Services
Manufacturing
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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