Related Products
|
||||||
About
Staying focused on your best accounts couldn’t be easier. Prioritize your top accounts in real time with custom scoring or by integrating with your existing scoring and intent tools. Personalize and automate books of business based on individual performance and capacity. Improve competitive win rates by building deeper expertise and reducing context switching. Build, track, and enforce revenue processes across your entire organization. Set guidelines, spot and solve issues instantly, and keep accounts evenly distributed as your team grows. Build deeper expertise and more meaningful relationships. Leave messy handoffs and transitions in the past. Adapt on the fly as your team and tech stack evolve. Take a one-on-one guided tour of our platform, and see how we make it easy to build deeper customer relationships. Ensure the right accounts are always worked the right way, always. Stop revenue leak with rules of engagement.
|
About
Kubaru is a native Salesforce application designed to automate and optimize the assignment of leads, cases, and other records within CRM workflows. It enables organizations to replace manual routing with configurable automation that distributes records based on criteria such as availability, skills, geography, or workload. It supports multiple assignment methods, including round robin, territory-based routing, rule-based logic, and skill-based matching to ensure each record reaches the most appropriate representative. Kubaru also incorporates scheduling awareness, allowing records to be assigned according to out-of-office status, holidays, and user capacity to maintain balanced workloads. Additional capabilities include automated reassignment of unworked records, duplicate management to keep related items with the same owner, and real-time notifications that alert teams immediately when new work is assigned.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Businesses in need of a solution to automate book management and ensure their accounts are worked the right way
|
Audience
Salesforce sales and support operations teams that want automated, rule-driven routing of leads and cases to the right representatives
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
$20 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAccountAim
United States
www.accountaim.com
|
Company InformationKubaru
Founded: 2016
United States
kubaru.io
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Salesforce
|
||||||
|
|
|