Shark tank assignment features for Salesforce
Do you want to give your Salesforce users a way to claim leads, cases, and other records from a shark tank? Kubaru provides the missing features you’ve been looking for.
Let your users claim unworked leads and cases
Shark tanks reduce response time by allowing users to claim records when they’re ready to work on them. Here are some of the benefits you can expect:
Create a sense of urgency
There’s no better incentive to respond to leads quickly than the risk of losing that lead to another sales rep.
Ensure records get worked immediately
Shark tanks are a great solution for high volume teams that want to ensure leads and cases don’t go unworked.
Avoid cherry picking with blind shark tanks
Kubaru’s blind shark tank feature hides the details until a record is claimed–giving you the benefit of shark tank without the risk of cherry picking.
Supercharge your round robin routers with these additional features
Scheduling
Set limits on when users can view and claim available records from the shark tank.
Limits
Set time-based and workload capacity limits on the number of records that users can claim.
Duplicate Management
Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.
Notifications
Alert users when records are available to claim using push notifications, sound alerts, and more.
Empowering the fastest growing companies
Frequently asked questions
Where can I learn more about Kubaru shark tank features?
Check out our shark tank router article in our knowledge base or contact us at support@kubaru.io to schedule a demo.
Can I create more than one shark tank?
Absolutely! You can create as many shark tanks as you need. For example, you might create separate shark tanks for different teams, product lines, industries, and so on.
What happens to records that nobody claims?
You can set a time limit on how long unclaimed records sit in the shark tank before they’re escalated or assigned via a different router.
Can I limit the number of records that users can claim?
Yes! You can set limits on the number of records users can claim 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.