Assignment Engine

Meet the right person at the right location at the right time.

The Right Customer Journey

SUMO ensures customers meet with the right expert.

There’s nothing more frustrating than wasting time navigating a complex customer journey to be matched up with the wrong person in the end.
SUMO will automatically handle the matchmaking, effectively scheduling your customer with the right expert, at the right location, at the right time.


Immediate Assignment

The Assignment Engine is architected for high performance in real-time for large scale teams, resulting in immediate bookings.

No Human Error

Eliminate human error of mismatching the customer with the wrong resource, possibly at the wrong location, or with the wrong skill or service.

Eliminate Favoritism

Prevent staff from assigning all appointments to preferred staff member, or overburdening a specific staff member.

Zero Double-Booking

Real-Time assignment means double-booking could never originate from SUMO Scheduler, and your staff will never be put in an awkward position.

Automate Match-Making

Highly configurable to support any business process to match your customers with the right expert at the right location, at the right time.

Higher Quality Engagement

Aligning the right expert with a customer in need results in higher quality engagement, happier customers, and employees.

Core Capabilities

What makes the SUMO Assignment Engine so powerful?

Round-Robin Assignment

Auto-assign meetings to the next person in a round robin fashion, to assure everyone gets an equal assignment of appointments.

Priority-Based Assignment

Auto-Assign meetings to your most skilled top priority staff until their calendars are full, before moving to your overflow team.

Location-Based Assignment

Location-Based Assignment Mode will assign appointments to staff that work at the location.

Load-Balance Assignment

Auto-assign the appointment to staff who has the least number of appointments booked, to evenly distribute appointments across the team.

Service/Skill-Based Assignment

Auto-assign the appointment to staff that based on their specific skills or service offers.

Hybrid Modes Assignment

Combine some assignment modes. For example, perhaps you’d like to schedule appointments with top priority resources and then load balance or round-robin these resources.

What are customers saying?


SUMO rescued us from manual processes!

SUMO helped us automate our advising session scheduling process with approximately 1200 students a year. Before SUMO we had to do this manually, a process that was time-consuming and subject to error. The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment. The outward-facing interface is also very user-friendly which makes it easy for our students to schedule their appointments. 

We have worked with Sumo for outward-facing processes for 5 years now and would highly recommend Sumo to anyone looking for a great appointment scheduling solution that is natively built in Salesforce.

Rebeca Lamadrid

VP, Operational Effectiveness, The Washington Center

Great app for productivity & scheduling

I've managed our relationship with SUMO from implementation to today and can say that it's been such a huge benefit to our organization. As a growing nonprofit that places a high priority on leveraging technology to allow our direct service providers ways to do their jobs, SUMO was a natural fit for us. The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules. And our favorite feature has been the self-scheduler which has completely streamlined the scheduling process for follow up appointments with clients.

Ashley Jones

Associate Director - Salesforce, Neighborhood Trust Financial Partners

SUMO Rocks!

We use SUMO to schedule appointments with clients for certifications and client success appointments. The self-scheduling tool works every time and we have implemented wild card appointments to maximize our availability. We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!

Greg Thatcher

IT Manager, Five Star Professional

This App has completely changed our processes

The amount of appointments that we are able to make has increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game-changer for our organization. My agents are now able to concentrate on other clients and communications knowing that they can send the scheduling message and the client is able to self serve.

Kerry Hoisington

Director of Customer Experience, Careerstep

Sophisticated, easy-to-use appointment tool

I've worked with SUMO on several engagements-they've always been very collaborative and customer-focused. Their appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert

Salesforce Consulting Director, Huron Consulting

Takes the headaches out of scheduling appointments!

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!

Taylor Neece

Dean of Admissions, California Baptist University

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