Service Teams

Increase appointment volume.  Increase services.  Increase revenue.

Designed for Service Teams.

SUMO is designed for many types of service teams:

  • Onboarding Teams
  • Installation Teams
  • Professional Service Teams
  • Consulting Teams
  • And more…

Spend up to 25% more time servicing customers!

Stop Playing Phone & Email Tag with Customers

Customer Service staff spend up to 25% of their time scheduling or rescheduling service appointments.  That’s nearly 3 months a year that could and should be spent servicing customers.  With a simple scheduling link, customers self-schedule with you or your team at a time that is convenient for them.

  • No more back and forth phone tag or email tag to find an agreeable time.
  • Takes the stress out of scheduling, which both customers and employees love.
  • Increases productivity by up to 42%

Close more Cases by closing scheduling gaps.

Deploy “Schedule Now” links to drive more customer service appointments.

Deploy “Schedule Service Appointment” links on your web site, customer community, email signature, social media site, mass emails, and more.

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

“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 no-shows by up to 35%

Close Cases faster.

Scheduling automation fills calendar gaps fast.

By removing the slow manual back and forth of appointment scheduling, appointments get scheduled faster.  Calendar gaps get automatically filled faster.  This enables you to shorten your case close rate.

Runs inside the Service Cloud®

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

  • Send appointment invites from Salesforce to contacts from cases.
  • Invite contacts to schedule with you or a co-worker.
  • Invite 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 customer 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 customers 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

Send Appointment Invitations

Directly from a CASE, send your customers a “Schedule Appointment” invitation to self-schedule appointments with your support team, training team, onboarding team, escalation team, and or any team.

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, customers are able to schedule appointments when they need help, which reduces churn and cancellations.

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

Powerful proximity search.

SUMO’s advanced proximity search allows your team to search for providers or locations within proximity to the customer or a postal code.  You can also search based on custom attributes that you define, such as languages spoken, specialty, and more.

Deploy in a Salesforce® Community

Deploy “Schedule Appointment” buttons to your:

  • Salesforce Customer Community
  • Salesforce Partner Community
  • Salesforce Employee Community
  • Salesforce Custom Community

In fact, Deploy Everywhere

You can deploy “Schedule Appointment” buttons just about anywhere online, including:

  • Your Portal, Your Web Site, Your Intranet, Your Social Media Sites, Automated Emails (like “Schedule Your Install” email), Mass Emails, and more!

Send follow-up surveys.

There are over 2,000 add-on apps, such as Survey add-ons on the AppExchange, which enable you to configure automations to send surveys on various events, such as a post-appointment survey.

This example is a free Survey add-on called SurveyForce.

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