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
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Empowering the fastest growing companies
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.
Rule-based assignment
Create rules to assign records to specific users based on any criteria in seconds.
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.
Notifications
Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more.
Why customers love us
With more than 100+ reviews on the AppExchange, we must be doing something right 🎉
“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.”
Scott Merselis
Sr Manager, Marketing Operations
“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…”
Suzanne Champenois
Senior Business Analyst
“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!”
Graeme Oxley
Salesforce Administrator