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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Kubaru is a Salesforce-native application tailored to enhance and automate the distribution of leads, cases, and various records within CRM processes. This tool empowers businesses to move away from traditional manual routing by implementing customizable automation that allocates records based on parameters like availability, expertise, geographic location, or current workload. It offers diverse assignment techniques, such as round robin, territory-specific routing, logic-based rules, and skill-oriented matching, ensuring that each record is directed to the most qualified representative. Additionally, Kubaru takes into account scheduling factors, allowing for record assignments that consider out-of-office times, holidays, and user capacity, thus promoting equitable workload distribution. The application further includes features for the automated reassignment of unaddressed records, management of duplicates to keep related items assigned to a single owner, and instant notifications that inform teams right away when new tasks are assigned, thereby enhancing overall efficiency. Overall, Kubaru significantly streamlines CRM operations, making it an invaluable asset for organizations striving for optimized performance.

Description

RecordMatch.io is an innovative cloud-based platform designed for record matching and deduplication, enabling organizations to efficiently clean, merge, and reconcile customer or entity data by swiftly identifying and resolving duplicate and inconsistent records. Users have the capability to upload both single and multiple source files, while the software utilizes a proprietary matching algorithm along with best-practice logic to pinpoint matching records, merge them seamlessly, and create a unified "golden record" complete with a unique identifier that encompasses all pertinent information for each entity. The results are delivered within minutes via a web application, granting users control over the uploading process, matching criteria, and final consolidated outputs. Additionally, it features a Logic Manager that reveals the matching rules applied and permits customization tailored to specific datasets. As a fully SaaS solution, RecordMatch.io eliminates the need for any software installations or hardware scaling, focusing on rapid processing to enhance user experience and optimize data management. This combination of features makes RecordMatch.io an essential tool for organizations looking to streamline their data management processes effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

$20 per month
Free Trial
Free Version

Pricing Details

$25 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Kubaru

Founded

2016

Country

United States

Website

kubaru.io

Vendor Details

Company Name

RecordMatch.io

Country

United States

Website

recordmatch.io

Product Features

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Alternatives

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