• APPOINTMENT AUTOMATION - Create profitable customer engagements by automating appointment scheduling, so customers are booked with the right person, at the right location, at the right time.
• EVENT & COURSE AUTOMATION - Events provide prospects with a compelling experience without the hard sell. Let customers and prospects quickly register for events & classes.
• FIELD SALES SCHEDULING - Streamline your field sales scheduling with automated travel time routing and territory planning, allowing teams to easily schedule appointments with customers and never miss important meetings.

The SUMO Platform intelligently manages appointment and staff availability, so customers are scheduled with the right person, at the right location, at the right time.

Not only does SUMO give staff an at-a-glance view of all customer interactions, it also shows key behavior patterns. With information at their fingertips, staff can effectively strategize meetings and future opportunities, while delivering highly personalized service.

Our customers recognize the importance of crafting impactful interactions for both prospects and clients. Events offer a persuasive experience devoid of aggressive sales tactics. With SUMO’s Event & Сourse Registration modules, businesses can effectively host experiential marketing events, fostering brand significance and customer allegiance.

Optimize the potential of your physical spaces. Transform window shoppers into in-person buyers by orchestrating memorable customer-centric events.

Equip your field sales team with the tools they need to execute their territory plans, increase sales velocity, and close more deals. Say goodbye to choosing between appointment routing efficiency and customer experience.

SUMO Scheduler combines automated travel time routing, powerful appointment scheduling, and real-time reporting tools that fill reps’ calendars with appointments and ensure that they arrive on time every time.

Enhance your ability to make informed, data-driven business decisions by leveraging the power of SUMO Analytics Builder. With this robust tool at your disposal, you can effortlessly create an unlimited number of insightful reports tailored to your specific needs. These reports can be automatically emailed, ensuring that you and your team are always up-to-date with the latest insights. Moreover, it empowers you to host private in-app analytics discussions, facilitating seamless collaboration and knowledge sharing among your team members. Access analytics on mobile anytime, anywhere.

SUMO Scheduler empowers you with the unique capability to meticulously craft and tailor your customer journey according to your specific requirements. With our platform, you have the freedom to design and implement custom flow processes directly within Salesforce, enabling you to streamline and optimize your customer engagement from start to finish. SUMO allows you to embed customer engagement widgets directly into your processes. These widgets automate the scheduling process, allowing your customers to easily book appointments at their convenience. This level of automation not only enhances customer satisfaction but also frees up valuable time for your team to focus on more strategic tasks.

Make it easy to meet one-on-one or in group.

• Schedule across time zones
• Availability preferences
• No more double-booking
• Prevent no-shows
• Automate booking
• Custom branding

SUMO Scheduler is a leading Salesforce ISV partner for over 15 years and provides automated appointment, event and course scheduling tools to Salesforce users.