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.
Empowering the fastest growing companies
Any easier way to manage territories in Salesforce
Kubaru makes it easy to manage your territories directly in Salesforce. Here are some of the benefits you can expect:
Easily manage your territories within Salesforce
You can quickly create and edit territories based on countries, states, zip codes, and more.
Assign territories to more than one user
Kubaru gives you the ability to assign multiple users to each territory which unlocks the ability to assign records using round robin, load balancing, and other features.
Combine with other features
You’ll be able to combine territories with other Kubaru features such as scheduling, workload limits, reassignment, and notifications.
Supercharge your territory 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 reps based on out-of-office schedules, holidays, etc.
Limits
Set time-based and workload-based 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.
FAQ
Check out our territory routers article in our knowledge base or contact us at support@kubaru.io to schedule a demo.
Territories can be defined using countries, states, zip codes, and custom criteria.
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.
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