Case Studies
CASE STUDY: A Leading Land-Grant Research University
A Leading Land-Grant Research University Overcomes Manual Processes with SUMO Scheduler CHALLENGE Facing the Challenge of Outdated Systems Higher education has long struggled with obstacles related to digital transformation. Traditionally, universities have used a mix...
CASE STUDY: Top U.S. Public Research University
The Largest University Makes Strides with The Newly Launched Appointment Scheduling SystemCHALLENGE Getting On Board with Digitalization In an age where digital literacy is a mandatory skill for students to learn, universities have been left behind. Traditionally...
CASE STUDY: Financial Services Firm
Top Financial Planning Firm Eliminates No-Shows with SUMO CHALLENGE The Need to Stay Ahead of The Curve The financial industry has faced many changes in recent years and perhaps the biggest shift has affected its demographics. As current investors are aging, they are...
CASE STUDY: City Government Agency
City Government Agency Drives Better Customer and Staff Experience with SUMO CEP CHALLENGE Struggling to Serve a Community Established by an act of the State Legislature in 1920. The agency is responsible for the retirement benefits for most employees of city's...
CASE STUDY: Top-Rated Canadian Real Estate Agency
Taking Real Estate Business to The Next Level with an Automated Online Appointment Solution CHALLENGE Embracing Digital Transformation While digital transformation leverages technology to advance global economies, it also challenges the way organizations operate and...
CASE STUDY: The Leader in High School Sports
The Leader in High School Sports Makes Forward Movement with an Advanced Scheduling SystemCHALLENGE Creating a Best-in-Class Digital Experience for the Youth Sports organizations of all shapes and sizes face a major shift in the new economic environment where digital...
CASE STUDY: Cybersecurity Giant
Cybersecurity Giant Elevates Customer Responsiveness with an Automated Appointment System CHALLENGE Focus on Consumer Cybersafety and Innovation Cybersafety has been an evolving concern for many industries as phishing, ransomware, and artificial intelligence continue...
CASE STUDY: Healthcare Engagement Company
Healthcare Engagement Company Improves Patient Well-Being with Automated SchedulingCHALLENGE Elevating Standards and Efficiency Through Cloud Adoption In today’s global economy, digital transformation has been a top priority for a vast majority of enterprises,...
CASE STUDY: Fortune 100 Cloud Vendor
Fortune 100 Cloud Vendor Boosts Client Retention and Employee Retention with SUMO CHALLENGE Apparent Need for Process Improvement In today’s global economy, digital transformation has been a top priority for a vast majority of enterprises, including technology...
CASE STUDY: Online Luxury Retailer
Online Retailer Achieves Sustainable Business Growth with Automated Appointment Scheduling CHALLENGE Connecting Buyers and Sellers in a Tech-Driven Environment As millions of people come to rely on digital connections for work, business, shopping, and social...
CASE STUDY: Top Graduate School
Top Graduate School Streamlines Student Engagement with SUMO CHALLENGE Seeking a Platform to Connect Students and Tutors Educational institutions often find it difficult to streamline class scheduling and coordinate meetings between students and tutors while ensuring...
CASE STUDY: Leading Healthcare Insurance Provider
SUMO helps Multinational BioPharma Company Deliver a Better Patient Experience CHALLENGE A leading healthcare insurance provider with over 2.9 million members and largest network of doctors has recently faced a growing demand for a branded online scheduling experience...
CASE STUDY: Multinational BioPharmaceutical Company
SUMO helps Multinational BioPharma Company Deliver a Better Patient Experience CHALLENGE Effectively delivering medicine globally requires organizing and aligning several resources to meet the needs of the patient. This is the challenge that a multinational...
CASE STUDY: Software Company
Medical Software Company Evolves Customer Engagement CHALLENGE A leading software company offering training for medical professionals using their cloud based solution for documenting and managing patient care. The team was managing incoming requests for training...
CASE STUDY: Fortune 500 Pharma Company
Fortune 500 Pharma Optimizes Customer Journey with SUMO CHALLENGE An onboarding process is the start of a customer’s journey with a business. It can define your company’s reputation with a client. Understanding the importance of this process, a Fortune 500 global...
CASE STUDY: Leading Coaching Firm
Coaching Firm Cuts Manual Admin Activities and Expenses with SUMO CHALLENGE SUMO has a new customer that is a Leading Coaching Firm who provides coaching and training to real estate professionals with one-hour business coaching sessions being one of their key...
CASE STUDY: Fortune 500 Insurance Company
Fortune 500 Insurance Provider Streamlines Employee Enrollment Process SUMO Scheduler is truly driving business growth by adding up to 50 percent more appointments to our insurance agents’ calendars. CHALLENGE The worksite insurance provider needed to...
CASE STUDY: SaaS Travel Leader
Leading Travel Management SaaS Company Extends Salesforce with Online Scheduling CHALLENGE The global support department of the travel and expense management SaaS company is responsible for providing support and product training to customers via client administrators....
CASE STUDY: Jewelry Retailer
20,000 Sales Reps Automate Scheduling with SUMO CHALLENGE The largest specialty jeweler in the US, UK, and Canada, wanted to find a competitive edge to expand their client base and increase revenue at two of their key retail brands. The jeweler's goal was to increase...
CASE STUDY: Leading Plastic Surgery Company
Leading Plastic Surgery Company Automates Scheduling CHALLENGE A leading plastic surgery company responsible for providing advanced cosmetic surgery to its clients, seeks solution for various appointment types with staggered and flexible scheduling. The team was...
CASE STUDY: National Bank
National Bank Drives Business Growth with Customer Engagement Optimizations CHALLENGE SUMO has earned a new retail banking client which provides private banking, lending programs, and other financial services to their clients from retirement planning to long-term care...
CASE STUDY: Entrepreneurial Institute
Leading Entrepreneurial Institute Automates Scheduling CHALLENGE A Leading Entrepreneurial Institute helps budding entrepreneurs in their community in vetting their business ideas by allowing them access to their network and helping them find funding. The staff was...
CASE STUDY: FinServ Leader
Fortune 500 Finserv Company Saves $400k a Month with Self-Scheduling “SUMO is automating a problem that costs the organization up to $400K a month.” CHALLENGE The company’s customer support team services payment processing clients. One of their major functions is to...
CASE STUDY: Renowned Financial Services Institution
FinServ Client Transformed Their Customer Experience with Self-Scheduling The goal is to remove any obstacle that keeps the client from not engaging or coming in. CHALLENGE In a market that has been thoroughly disrupted by technology, it is critical that a financial...
CASE STUDY: Fast Growing Laser Center
Fast Growing Laser Center Improves Customer Experience and Business Intelligence with SUMO CHALLENGE SUMO has an exciting new customer in the Laser Treatment space. This organization was founded in 2012 by two board-certified medical doctors and already serves...
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.
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.
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!
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.
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.
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!
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