SUMO SCHEDULER

COVID-19 Support


SAFE ENGAGE: Powerful Social-Distancing Engagement

Due to COVID-19, organizations are adapting their customer journey to meet new standards.  SUMO’s “SAFE ENGAGE” Product Suite helps you connect with customers in a safer, yet effective manner.  The following product modules enable you to reopen safely by deploying social distancing best practices.  SAFE ENGAGE may be customized to meet your unique organizational needs, so you may grow during and after COVID-19.

Engage Customers via Video & Voice

Remote Appointment Automation

  • Virtual Engagement – Often in-person appointments can be effective via video or voice.  Let your customers choose between virtual or in-person meetings to remain connected and safe.
  • Automate Video or Voice – Let SUMO do the heavy lifting of auto-adding the video conference or voice options to connect with customers.
  • Immediate, Anytime, Mobile Access – Enable your customers to immediately connect anytime with mobile access, with zero third-party app integrations required.

Wow Customers with Virtual Events

Online Event Registration System

  • Wow Your Customers – Hosting online virtual events is a powerful way to engage your customers without the hard sell.
  • Feature Products – Give product demonstrations by industry experts, including links to learn more and promotions to purchase.
  • Free or Paid Events – You may offer free online events or more premier paid events to boost revenue for key insights and services.

Curbside or In-Store Pickup

Click & Collect Made Easy

  • Purchase & Pickup Made Easy – SUMO extends the customer purchasing experience to include a rapid pickup process.
  • Curbside or In-Store Pickup – Give your customers the options to pickup curbside or in-store.
  • Control Capacity & Eliminate Lines – Control how many customers may pickup at any given time, embracing best-practice social distancing.
  • eCommerce Integration – Easily integrate SUMO with eCommerce to provide a streamlined purchase to pickup process.

Manage Capacity with Traffic Control

Foot Traffic Management

  • Define Maximum Occupancy – Set a limit of how many visitors can be safely allowed in person.
  • Monitor Current Occupancy – Keep track of how many visitors have entered and left your branch or store in real-time.  This enables you to know exactly how many more customers you may allow to enter.
  • Eliminate Lines – Once maximum occupancy is met, new walk-ins may enter a virtual waitlist queue, and receive an SMS (or email) when it’s their turn to return.
  • Guarantee Zero Wait Time – Allow customers to pre-book guaranteed time slots to receive immediate entry. You may even reserve specific time slots for special needs or at-risk customers, such as the elderly.

Eliminate Lines with Waitlist Queuing

Queue Scheduler

  • Purchase & Pickup Made Easy – SUMO extends the customer purchasing experience to include a rapid pickup process.
  • Curbside or In-Store Pickup – Give your customers the options to pickup curbside or in-store.
  • Control Capacity & Eliminate Lines – Control how many customers may pickup at any given time, embracing best-practice social distancing.
  • eCommerce Integration – Easily integrate SUMO with eCommerce to provide a streamlined purchase to pickup process.

In-Person Appointment Automation

COVID-19 Testing and More

  • Let Customers Self-Schedule Online – Quickly embed an online scheduler widget on your website to allow customers to self-schedule in-person appointments.
  • Enforce Social Distancing Guidelines – Avoid crowded locations and keep your customers safe by using SUMO’s capacity management to match available appointment slots with your staffing plan.
  • Reduce No Shows – Use SUMO’s reminder engine to automate email and SMS text reminders to minimize no-shows and late arrivals.
  • Schedule COVID-19 Testing – For healthcare providers, you may use appointment automation to manage your testing sites.

Schedule Anything

Enterprise Customer Engagement Platform

The SUMO Customer Engagement Platform is flexible to meet the needs of any business process.

Embed scheduling components into your sales process, your support process, your in-person processes, and more.

Truly personalize your customer journey with SUMO CEP.

 

Compliant & Secure

We take privacy and security seriously.

GDPR

How SUMO helps support our customers on their GDPR compliance journeys

ISO Certified

Compliance with ISO 27001, 27017, and 27018.

TRUSTe Certified Privacy Seal

Responsible data collection and processing practices consistent with regulatory expectations

HIPAA

U.S. Privacy requirements for personal health information held by covered entities

Visit the SUMO Trust Center to learn 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

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