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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
WizSame identifies matching or nearly identical records that may be duplicates within a single dataset or across two different datasets. This tool can effectively pinpoint duplicate records, helping to expose inaccuracies and fraudulent activities, including instances like duplicate invoices for one purchase, repeated payments, and matching entries for customers, employees, vendors, and stock items. Additionally, WizSame can highlight whether an employee also exists as a vendor by cross-referencing the employee list with the vendor list. CRM administrators utilize WizSame to detect existing clients in a new pool of potential customers by revealing any records in the new dataset that closely match those in the current database. Users can specify the criteria for matching by determining whether each field should be treated as identical, similar, or ignored altogether. Furthermore, multiple conditions can be established and connected through logical operators such as and or or, allowing for a more tailored and precise matching process. This flexibility enables users to refine their search and improve the accuracy of their data analysis efforts significantly.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
$20 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
WizSoft
Founded
1983
Country
Israel
Website
www.wizsoft.com
Product Features
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management