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. 

Empowering the fastest growing companies

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.

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Scheduling

Assign records to available reps based on out-of-office schedules, holidays, etc.

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Limits

Set time-based and workload-based limits on the number of records that can be assigned to users.

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Reassignment

Automatically reassign unworked records before they go cold.

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Duplicate management

Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.

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Notifications

Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more. 

FAQ

Check out our round robin routers article in our knowledge base or contact us at support@kubaru.io to schedule a demo. 

Absolutely! You can create as many routers as you need. For example, you might create separate routers based on the lead source, industry, product interest, location, etc. 

You can enable our scheduling features to prevent records from being assigned to unavailable users. 

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.

Ready to see if we're a good fit? Start your free trial today.

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