Fully automated lead assignment for Salesforce
Are you looking for a better way to assign leads in Salesforce? Fully automate your lead assignment with Kubaru.
- Instantly assign leads to sales reps
- Route leads based on skill set, availability, and more
- Eliminate territory disputes
- Stop wasting time with lead assignment rules
Improve lead response time and close more leads
According to a study by Lead Connect, 78% of customers buy from the first company to respond to their inquiry. Kubaru gives you the tools you need to optimize your response time.
- Assign leads to the right rep in seconds.
- Reassign unworked leads before they go cold.
- Measure average response time and adjust your assignment logic as needed.
Assign leads to the right sales rep
Close more deals by assigning leads to the best possible rep.
- Assign leads based on priority, location, skillset, product interest, language, and more.
- Use weighted round robin assignment to direct a great portion of leads to top performers.
- Ensure similar leads are always assigned to the same rep using assignment matching.
Make sure leads never go unworked again
67% of leads are never contacted according to a study by InsideSales. Leads often go uncontacted due to lack of sales capacity, cherry picking, availability, human error, and so on. Kubaru eliminates these problems.
- Alert reps of new leads using email, mobile, and desktop notifications.
- Enforce your lead management SLA with automated lead reassignment.
- Ensure sales reps are not assigned more leads than they can handle using limits and load balancing.
Your all-in-one solution for fully automated
lead and case assignment
Assign anything
Easily automate the routing of any standard or custom object in Salesforce.
Load balancing
Automatically assign records to reps based on their workload.
Round robin
Put an end to territory disputes by distributing records evenly.
Skill-based assignment
Assign records to the best user based on their skill set.
Territory management
Define your own custom geographic territories for assignment.
Rule-based assignment
Create rules to assign records to specific users based on any criteria in seconds.
Shark tank
Give users the ability to claim unassigned records from a shark tank.
Duplicate management
Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.
User weighting
Maximize performance by assigning more records to reps based on performance and capacity.
Limits
Set time-based and workload-based limits on the number of records that can be assigned to users.
Scheduling
Assign records to available reps based on out-of-office schedules, holidays, etc.
Reassignment
Automatically reassign unworked records before they go cold.
Active rep assignment
Prevent records from being assigned to reps that are idle or logged out of Salesforce.
Reimbursement
Reimburse reps for records that are lost due to reassignment or rejection.
Notifications
Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more.
Analytics
Make data-driven decisions to improve your assignment strategy.
Empowering the fastest growing companies
