What is Kubaru?
Kubaru is a native Salesforce application designed to automate the assignment of leads, cases, and other records within the Salesforce platform. It provides comprehensive tools to streamline complex assignment logic, ensuring records are distributed efficiently based on various criteria such as availability, skills, geographic territories, and workload balance.
The platform includes features like round robin distribution, skill-based assignment, scheduling based on availability, duplicate management, and automatic reassignment of unworked records. By reducing response times and optimizing workload distribution, Kubaru helps businesses increase conversion rates and improve operational efficiency within their Salesforce environment.
Features
- Round Robin: Distribute leads evenly to end territory disputes
- Load Balancing: Balance employee workload to avoid burnout
- Territory Management: Define custom geographic territories for assignment
- Skill Management: Align assignments with user expertise
- Shark Tank: Allow users to claim unassigned records before they go cold
- Duplicate Matching: Eliminate redundancy by assigning duplicate records to the same rep
- Scheduling: Assign records to available users based on out-of-office schedules and holidays
- Weights and Limits: Adjust workload for each user with time-based and workload-based limits
- Reassignment: Redistribute unassigned records automatically before they go cold
- Security: 100% native Salesforce application with zero risk
Use Cases
- Lead Routing: Assign leads instantly to the best available representative
- Case Assignment: Route cases to the most qualified agent based on skills and availability
- Workload Management: Automatically balance record assignments to prevent employee burnout
- Territory-Based Assignment: Distribute records according to defined geographic territories
- Skill-Based Routing: Match records with users who have the appropriate expertise
- Duplicate Record Handling: Ensure duplicate leads or cases are assigned to the same representative
- Scheduled Assignments: Assign records only to users who are available based on their schedules
- Automatic Reassignment: Redistribute unworked records to maintain response times
- Performance Monitoring: Track and optimize assignment metrics to improve conversion rates
FAQs
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Is there a free trial available for Kubaru?
Yes, you can start a free 30-day trial through the AppExchange listing with all features included, no credit card or commitment required. -
What happens when my trial expires?
Access to Kubaru is suspended, but you can sign up for a free account without losing your data. -
Do I need to purchase a license for every user in my Salesforce org?
No, licenses are only required for users who administer Kubaru or receive assignments. -
Is there any additional cost for support?
No, support is included free for all customers. -
Do you offer discounts for non-profits?
Yes, a 10% discount is available for non-profits by contacting support.
