Skill-based assignment for Salesforce
Kubaru skill-based routers ensure records are instantly assigned to the best user based on skills you define (e.g., language, product knowledge, service tier).
Assign leads and cases to the right user every time
Kubaru automatically assigns records based on skills that you assign to your team members. Here are some of the benefits you can expect:
Assign to the best sales or support rep instantly
Kubaru automatically assigns leads, cases, and other records to the right rep based on skills, availability, workload, and more.
Define the skills that matter to your company
You define the skills that matter to your organization and whether those skills are “required” or “optional” for assignment.
Measure performance and improve efficiency
Kubaru’s assignment logs provide 100% transparency into how each record is assigned, including which skills were factored in.
Supercharge your skill-based 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 skill-based assignment features?
Check out our skill-based router article in our knowledge base or contact us at support@kubaru.io to schedule a demo.
What kind of skills can be used to assign records?
You can create any skills you want! Some commonly used skills are language, service tier, product knowledge, and industry.
What happens if there are no available users with the required skills?
You can set a time limit on how long records wait to be assigned before being escalated to another router or user. Records that are waiting to be assigned will be displayed in the logs as “pending”.
What if there are multiple users with the same skills?
Kubaru will assign records via round robin or load balancing (whichever you choose) if there are multiple users with the same skills.
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.