About Ooma
Ooma delivers phone, messaging, video, and advanced communications services for consumers and businesses. With solutions like Ooma Office, AirDial, Telo, and 2600Hz, Ooma serves over 1.2 million users with smart, scalable technology.
The Challenge
Ooma’s mission is to “empower people to connect in smarter ways.” But internally, the company faced a disconnect. To reflect its core value of speed and innovation, Ooma needed a smarter, automated system to support its extensive product portfolio and multi-location sales teams.
The Solution
Ooma chose Kubaru for its ease of use, flexibility to adapt to future company growth, and low learning curve. A one-month testing period paired with thorough admin training, outstanding support, and clear documentation confirmed that Kubaru was the right solution.
Kubaru delivered the functionality Ooma needed to meet their objectives without exceeding budget.
“Conversions have improved quarter after quarter as we’ve better leveraged Kubaru. We’re doing more with the same inputs. Kubaru has helped us tremendously with efficiency and gives us more time to focus on improving other areas that affect our conversions.”
Brandon Davis, Senior Revenue Ops Manager
The Results
Ooma was able to fully automate lead assignment and reduce average response time to under five minutes. Automated tracking and reassignment of unworked leads boosted conversion rates and eliminated manual effort. Scheduling features prevented leads from being assigned to unavailable users. And, assignment logs provided invaluable data for analyzing performance and identifying areas for improvement.
Speed-to-Lead
Achieved industry benchmark of < 5 minutes
Conversion Rates
Improved steadily, quarter after quarter
Manager Time Saved
Manual assignments eliminated completely
Operational Efficiency
Significant improvements in daily workflows
Team Satisfaction
Higher engagement due to fairness and automation
Data Accuracy
Fewer errors with better auditability
About Kubaru
Kubaru is a native Salesforce application that provides powerful features for automating the assignment of leads, cases, and other records. Kubaru simplifies even the most complex assignment logic. No coding or Salesforce admin access needed. With features like weighted round robin, workload balancing, territory management, skill-based routing, and shark tanks, Kubaru ensures records reach the right person every time.
Let us help you find the right assignment strategy to supercharge your team’s performance!
