One platform. Endless possibilities.
HR & Recruiting Organizations today need software to manage & schedule staff. The software must be easy to use, yet comprehensive from appointment to results. With SUMO, you can pair up job candidates with recruiters and hiring managers. The appointment scheduling process can be automated to trigger a number of next steps or follow-ups.
SUMO benefits for Hiring Manager’s & Job Candidates include:
- Let job candidates book appointments via your web site, email signature, and more.
- Reduce no-shows by sending text message, email, and automated phone reminders.
- Auto-send an email to the Job Candidate & Hiring Manager confirming the appointment details.
- Auto-assign a task to a team member.
- Manage unlimited hiring managers and work shifts, across multiple locations.
- Maintain a database of job candidates & customer details.
- Send follow-up survey.
- Mass email newsletters, announcements, and more.
- Content library to store and share digital content.
- Conduct assessments and forms.
- Automate document generation.
- Multi-location reporting & metrics.
- Task management.
- Integrate with other systems, such as ERP or financial systems.
- And much much more.
Scheduling Automation?
The first headache SUMO solves is appointment scheduling.
Today virtually everyone is online. We bank online, we shop online, and we have no problem self-scheduling appointments with your staff online. We just need a way to do so. In fact, we actually love this flexibility and so does your staff.
While you don’t have to enable online scheduling, most SUMO customers do.
Automate scheduling in 3 simple steps.
#1 = The “Schedule Now” button.
We deploy our “Schedule Now” button on your website, on your staff’s email signatures, or in a mass email SUMO sends to your contact list. You decide.
#2 = Launch an online scheduling site.
After clicking the “Schedule Now” button, people are transported to your own branded online scheduling site where they may easily schedule themselves into your staff’s calendar.
After self-scheduling, the attendees will be emailed the appointment details and offered the opportunity to add the details to their own Outlook or Google Calendar, or even print the appointment details.
#3 = Send text, email, and phone reminders.
The SUMO Reminder Engine will send automated appointment reminders, including text message and email reminders. SUMO will even call the attendees for you and remind them of their appointment. In doing so, SUMO reduces no-shows and increases staff utilization.
The best calendar you’ve ever used.
Complete control over your entire work force. Features includes scheduling at your locations or at the customer location, color coding, drag & drop rescheduling, room scheduling, no-show warning indicator, support for multiple locations, proximity search, and much more.
“We chose SUMO, because it’s built on the world’s #1 CRM platform, salesforce.com. SUMO + Salesforce gives us the best scheduling plus the best CRM on the market. We’re very happy with the product.”
Mobilize your work force.
*SUMO Mobile access is included at no additional charge.
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Secure anywhere / anytime access.
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iPhone, android, and tablet support.
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Access client information.
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Manage tasks.
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Post comments, files, & photos.
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And much much more.
Mass email.
Use SUMO’s mass email capabilities to let people know about your new “Schedule Now” button to schedule sessions with your staff. You can even create your own email templates for any type of announcements and send them through-out the year.
Create assessments & forms.
Your staff can maintain contact profiles in SUMO. We can also help you create custom assessment forms to document the services offered for future reference. SUMO will even enable your staff to email or print a copy of the assessments.
Manage staff work shifts.
In order to track availability of your service providers, SUMO allows you to easily track work shifts. SUMO work shift management supports international organizations with multiple locations that do business across multiple time zones.
Content library included.
SUMO includes your own content library to securely store and share digital content. Create your own category-based libraries. Tag files to easily search on various taxonomy. Publish large files online for others to view or download. Password protect them or set expiration date.
Connect your team with chat.
SUMO includes a real-time chat interface to keep your team connected. SUMO Chat is great for distributed teams who span various locations. Follow people. Set favorites. Update availability. It’s all built in.
SUMO is social.
Software should be fun too.
Your staff can post questions, files, links, polls, and more to company-wide or private groups. Today’s employees are willing to collaborate even off hours, if your software is social & mobile. SUMO is both.
SUMO measures performance.
SUMO includes 30 metric reports to help you monitor appointment volume goals, staff utilization goals, no-shows goals, and much more. You can even make your own custom reports on any table or field in the database and have a report or collection of reports emailed to you every Monday AM before your management meeting.
Browse 2,000+ add-ons for SUMO in the AppExchange marketplace.
From prospect to payment, just about every business process can be managed on the SUMO platform.
Browse the Add-Ons
Browse over 2000 add-ons available for yourself. There are so many options from shipping automation to gamification to accounting solutions that run right alongside SUMO. No complete integration required.
Document Automation
Electronic Signature
Mobile Integration
Questions? Call us.
See a Live Demo
Schedule a live demo of SUMO with one of our scheduling experts. Get in touch.