Round robin assignment for Salesforce
Are you struggling to assign leads or other records in Salesforce using round robin? Kubaru provides you with the missing features you need to fully automate assignment.
Convert more leads with round robin
Round robin is the most popular method of assigning leads for a reason! Here are some of the benefits you can expect:
Seriously improve your lead response time
Kubaru makes it easy to ensure leads are always instantly assigned to an available sales rep.
Accurately measure team member performance
Round robin eliminates the bias of sales territories allowing you to compare sales reps on an equal playing field.
Adjust user weights to optimize conversion rates
You can measure sales rep performance and adjust the weight of your top performers to ensure they receive more leads.
Supercharge your round robin routers with these additional features
User Weighting
Maximize performance by assigning more records to reps based on performance and capacity.
Scheduling
Assign records to available users based on out-of-office schedules, holidays, etc.
Limits
Set time-based and workload capacity limits on the number of records that can be assigned to users.
Duplicate Management
Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.
Notifications
Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more.
Empowering the fastest growing companies
Frequently asked questions
Where can I learn more about Kubaru round robin assignment features?
Check out the round robin routers article in our knowledge base or contact us at support@kubaru.io to schedule a demo.
Can I create more than one round robin routers?
Absolutely! You can create as many routers as you need. For example, you might create separate routers based on lead source, industry, product interest, location, and so on.
Will Kubaru assign records to users that are unavailable?
You can enable our scheduling features to prevent records from being assigned to unavailable users.
Can I limit the number of records that are assigned to each user?
Yes! You can set limits on the number of records users are assigned during a given period of time. You can also set limits on the total number of active records assigned to each user.
Is there a free trial available for Kubaru?
Absolutely! You can start a free trial at any time by navigating to our AppExchange listing and clicking “Get It Now”. The free trial lasts 30 days and includes all features. There’s no obligation or credit card required.
How much does Kubaru cost?
Kubaru costs $20/month per user.
Who can I contact about other questions?
Contact support@kubaru.io and we’ll get back to you immediately.