Sales Teams

Increase appointment volume.  Increase opportunities.  Increase revenue.

Designed for Sales Teams.

SUMO is designed for many types of sales teams:

  • Sales Development Reps (SDRs)
  • Account Executives (AEs)
  • Sales Engineers (SEs)
  • Account Managers
  • Alliance Managers
  • And more…

Spend up to 25% more time selling!

Stop playing phone & email tag with prospects.

Sales people spend up to 25% of their time scheduling or rescheduling sales appointments.  That’s nearly 3 months a year that could and should be spent selling.  With a simple scheduling link, prospects self-schedule with you at a time that is convenient for them.

  • Takes the stress out of scheduling, which both customers and employees love.
  • No more back and forth phone tag or email tag to find an agreeable time.
  • Enabling customers to self-schedule with you, increases your productivity by up to 25%.

Close more deals by filling your pipeline.

Deploy “Schedule Now” links everywhere to drive more appointments.

Deploy on your web site, customer community, email signature, social media site, mass emails, and more.

  • Increases appointment volume by up to 75%
  • Increase revenue by up to 27%

Close deals faster.

Scheduling automation literally shrinks the sales cycle.

SUMO removes the slow back and forth of manual appointment scheduling and appointments get scheduled instantly.  This often shrinks the sales cycle by days and weeks, since SUMO is able to automatically fill calendar gaps.  This enables you to essentially close new business faster.

“80% of success is showing up”

Let SUMO do the reminding for you, so everyone shows up!

The SUMO Reminder Engine is able to send reminders across 3 channels (email, text message, and automated phone reminders).

  • Reduce appointment no-shows by up to 35%

SUMO is built on the Sales Cloud®

SUMO simply extends the Sales Cloud® with powerful scheduling features.

  • Send appointment invites from Salesforce to leads and contacts.
  • Invite leads or contacts to schedule with you or a co-worker.
  • Invite leads or contacts to schedule with your team in a round-robin fashion.
  • Everything is in Salesforce with no need to manage two sets of customer data.
  • Self-administrate SUMO yourself or with our help.

Your brand.

Customize the prospect scheduling journey to match your brand.

  • Your custom self-scheduling sites.
  • Your logo/s.
  • Your brand colors.
  • Your email and text message templates.

Auto Matchmake prospects with your team.

SUMO includes a host of powerful auto-assignment modes:

  • Service-Based Assignment
  • Location-Based Assignment
  • Round-Robin Assignment
  • Load-Balance Assignment
  • Priority-Based Assignment

Auto-Add Web Conferencing

SUMO Scheduler will automatically insert the Web Conference details into the calendar invitations.

  • Webex
  • Gotomeeting
  • Join.Me
  • Adobe Connect
  • Google Hangout
  • Zoom
  • Blue Jeans

Enable 24/7 365 Auto-Scheduling

Imagine your team comes to the office and sees new appointments on their calendar that were automatically scheduled overnight or over the weekend.  By enabling 24/7 365 auto-scheduling, prospects are able to schedule appointments at their convenience, which often results in more appointments on your calendar.

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.

View All Features

SUMO has a whole lot to offer.  Check out our constantly evolving list of modules, engines, and features.

View Features

Find Your Solution

SUMO for your role, for your industry.  See how SUMO caters to you and your organizations specific needs.

View Solutions

Schedule Consultation

Use SUMO to schedule a consultation with a scheduling expert.  Ask questions, get a demo, and learn about SUMO.

Schedule Consult