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Compliance


SUMO technology platforms are certified by globally recognized security and privacy frameworks.

SUMO and our technology partners are committed to maintaining compliance with continually evolving industry standards and regulatory frameworks.  Together we hold a comprehensive set of certifications and attestations, necessary to ensure we meet your global compliance needs.

Certifications, Standards and Regulations

SUMO is continually focused on furthering our compliance standards.

HIPAA Compliant

U.S. Privacy requirements for personal health information held by covered entities.  The HIPAA Privacy Rule provides federal protections for personal health information held by covered entities and gives patients an array of rights with respect to that information.

Privacy Shield

For certain Services, for which we act as a data processor, for technology has been certified under the EU-U.S. Privacy Shield framework. The EU-U.S. Privacy Shield Framework was designed by the U.S. Department of Commerce and European Commission to provide companies on both sides of the Atlantic with a mechanism to comply with EU data protection requirements when transferring personal data from the European Union to the United States in support of transatlantic commerce.

Security Assessments

Attestation of penetration tests and security assessments.  The document does not contain details of any vulnerabilities or findings and is intended only to provide information on the tests performed and scope of testing.

Compliance roadmap

As an organization, we are dedicated to maintaining and furthering our compliance commitments. If you are do not see an industry-specific certification, please contact us to learn if it is on our compliance roadmap.

Compliance with the GDPR

How SUMO helps support our customers on their GDPR compliance journeys. The General Data Protection Regulation (GDPR) is a comprehensive European privacy law that takes effect on May 25, 2018.

TRUSTe Certified Privacy Seal

Responsible data collection and processing practices consistent with regulatory expectations

SOC 2 audited

The American Institute of Certified Public Accountants (AICPA) Service Organization Controls (SOC) reports give assurance over control environments as they relate to the retrieval, storage, processing, and transfer of data. The reports cover IT General controls and controls around availability, confidentiality and security of customer data. The SOC 2 reports cover controls around security, availability, and confidentiality of customer data.

ISO 27001

Compliance with specific information security and risk management requirements

ISO 27017

Adherence with ISO/IEC 27002 Code of Practice controls for cloud services

ISO 27018

Adherence with Code of Practice controls for protection of personal information

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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