RESOURCES

Case Studies

Learn about Success Stories & Use Cases from SUMO customers.

CASE STUDY: City Government Agency

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...

read more
CASE STUDY: The Leader in High School Sports

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...

read more
CASE STUDY: Fortune 100 Cloud Vendor

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...

read more
CASE STUDY: Online Luxury Retailer

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...

read more
CASE STUDY: Top Graduate School

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...

read more
CASE STUDY: Software Company

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...

read more
CASE STUDY: Fortune 500 Pharma Company

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...

read more
CASE STUDY: Leading Coaching Firm

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...

read more
CASE STUDY: Fortune 500 Insurance Company

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...

read more
CASE STUDY:  SaaS Travel Leader

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....

read more
CASE STUDY: Jewelry Retailer

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...

read more
CASE STUDY: Leading Plastic Surgery Company

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...

read more
CASE STUDY: National Bank

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...

read more
CASE STUDY: Entrepreneurial Institute

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...

read more
CASE STUDY: FinServ Leader

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...

read more

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

Ready to meet SUMO?