All Features
Powerful territory management features for Salesforce
Are you looking for a more powerful alternative to Enterprise Territory Management for Salesforce? Kubaru is a native Salesforce application that has everything you need.
Lead Record
- State
- Texas
- Territory
- West
- Matched
- Matched
Owner
Anthony Wright
Enterprise SalesWest Team
Trusted by the fastest growing teams
Kubaru makes it easy to manage your territories directly in Salesforce. Here are some of the benefits you can expect:
You can quickly create and edit territories based on countries, states, zip codes, and more.
Territory
ActiveUS West
US WestStates
Boundary values
OregonWashingtonCalifornia
Members
+
+Kubaru gives you the ability to assign multiple users to each territory and use round robin or load balancing to distribute records between them.
Shared ownership
US West
Multiple membersTie breaker
Round Robin Load Balance
Members
Emily ClarkEnterprise SalesLowest workload
TerritoryUS West
Boundary typeStates
ValuesOR, WA, CA
Assigned members
This territory is assigned to multiple members. A tie breaker determines who receives each record.
Assigned members
Tie breaker
Round Robin Load Balance
MemberTerritoryActive workload
Anthony WrightEnterprise Sales
TerritoryUS West
Active workload11 / 18
Emily ClarkEnterprise Sales Lowest workload
TerritoryUS West
Active workload7 / 18
Assigned
Linda WilsonEnterprise Sales
TerritoryUS West
Active workload13 / 18
Load Balance assigns the next record to the available member with the lowest active workload.
You'll be able to combine territory assignment with additional router settings such as scheduling, availability, SLA actions, notifications, matching, and field updates.
Routing controls
US West
Territory assignment
Assignment MethodTerritory Assignment
Tie BreakerLoad Balance
Additional settings
Overflow BehaviorScheduling and AvailabilitySLA Actions
1Territory matched
2Settings applied
3Assigned
Territory assignment
Matched territoryUS West
Assignment MethodTerritory Assignment
Tie BreakerLoad Balance
Tie Breaker
Round Robin Load Balance
Additional settings
Overflow Behavior
Scheduling and Availability
SLA Actions
Notifications
Matching
Reimbursement
Field Updates
1Territory matched
2Settings applied
3Assigned
Feature controls
User Weighting
Maximize performance by assigning more records to reps based on performance and capacity.
Learn MoreScheduling
Assign records to available users based on out-of-office schedules, holidays, etc.
Learn MoreLimits
Set time-based and workload capacity limits on the number of records that can be assigned to users.
Learn MoreReassignment
Automatically reassign unworked records before they go cold.
Learn MoreDuplicate Management
Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.
Learn MoreNotifications
Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more.
Learn MoreSalesforce AppExchange
Why customers us
With more than 150 5-star reviews on the AppExchange, we must be doing something right.
“Kubaru has been an absolute game-changer for us… The platform is intuitive, reliable, and easy to integrate into our daily workflows. What used to take hours can now be done in minutes… I highly recommend Kubaru to anyone looking to improve productivity and reduce the headaches of repetitive tasks.”
“BEST Lead Routing tool EVER! Talk about a solution that makes the complex simple! I have used Kubaru now in 2 organizations I have worked with and the Ops teams on both loved its ease of use and setup. Fast and quick maintenance as well. AND the staff at Kubaru are some of the most responsive, helpful individuals that we have the pleasure of working with.”
“Flawless Performance and Top-Notch Support. Kubaru is an absolute gem of a tool that has become an indispensable asset in our tech stack. Moreover, the level of attentiveness and dedication provided by the Kubaru support team is unparalleled.”
“I have used Kubaru at several companies and worked directly with [the Kubaru support team] to solve problems and get record distribution up and running… Kubaru has the framework to support basic use, enterprise-level complexity, and everything in between… I wish that I could give them 6 stars!”
Kubaru reduced our speed to lead from 45+ minutes to 6 minutes in under a day of setup… The tool is driving the behavior, and the behavior is driving results.
Kubaru has made my life so easy. I'm able to adjust routing and schedules in minutes as the sales process changes. Their support is also top notch.
One of the very few products… that, once you set it to do what you want, it just WORKS… It has completely changed our speed to lead.
Since we started using this tool, our sales leaders have saved over 11 hours weekly. The setup was very easy and the… team… very responsive.
On the surface, the app does what it is advertised to do and does it well… As a small company it was great to have the support of the team… A true partner.
Kubaru does everything we need… It was easy to set up… and we've already seen our speed to lead time improve drastically.
By far one of the best apps we’ve implemented in Salesforce! It completely transformed how we handle record distribution… their support team is exceptional...seriously, they are the BEST!
The customer support offered by this company is the absolute best that I've ever experienced and that includes comparing against the absolute biggest companies… and smaller companies.
I've been a big fan of Kubaru for 3 years over 2 companies… Ease of use, competitive pricing, awesome support. Thank you!
We rely on it daily — it truly is a set-it-and-forget-it solution. It does everything we need and more, integrating seamlessly.
We deal with thousands of leads per month and Kubaru makes it simple… to distribute and manage these between our agents.
Since our organization has adopted Kubaru as our main lead routing service, we've seen impressive improvement in the efficiency of our sales process… There's so much customization… that makes it easy for reps to… work… leads quicker.
Been using this for about a year, very happy with the solution. Support and service is excellent… Strongly recommended.
We made the switch from custom distribution flows to Kubaru and haven’t had any regrets. Kubaru was easy to configure… out of the box.
Kubaru has been an incredible solution for our team, helping us save both time and money while making our processes much smoother… It’s been a real game-changer.
Kubaru is an incredibly intuitive and easy-to-use product. The support team is responsive and genuinely helpful.
What used to take hours can now be done in minutes, freeing up our team to focus on more strategic tasks.
Kubaru has been a great partner… Communication and pricing are seamless… and you always feel like you're in capable hands.
Frequently asked questions
Where can I learn more about Kubaru territory management features?
Check out our territory routers article in our knowledge base or use the contact form to schedule a demo.
What criteria can be used to define territory boundaries?
Territories can be defined using standard boundaries, including countries, states, and zip codes. You can also configure custom territory boundaries based on cities, municipalities, area codes, and so on.
Can a territory be owned by more than one user?
Absolutely. If you assign a territory to more than one user, Kubaru will use round robin or load balancing (whichever you choose) to distribute records between the users.
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 is 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 us through the contact form and we will get back to you immediately.