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.

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

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!

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.