Marketing Teams

Generate sales appointments directly from your mass email campaigns.

Give Sales what they want: More Hot Leads!

The new call-to-action is the Schedule a Call button.

If you could deploy software that directly put more qualified appointments on your sales team’s calendars, wouldn’t you?
Why send mass emails where the call to action is to fill out a form?  People hate filling out forms and the conversion rates prove it.  Instead, why not let people immediately self-schedule an appointment with your sales or onboarding staff?


Increase Lead Volume

It’s proven that optimizing the path to engagement results in more leads.  Including a “Schedule a Call” call-to-action in mass emails does just that.

Increase Lead to Appointment Time

Optimizing the engagement path accelerates the sales process and also results in prospects who are still eager.

Increase Team Productivity

Less time spent with administrative duties such as handling form results or scheduling appointments, is more time spent marketing & selling.

Improve Marketing & Sales Alignment

Converting more suspects to actual prospects via automated appointment does wonders to the Marketing & Sales Department relationship.


How to generate more leads with SUMO.

Create Rules & Links

Create meeting, event, or queue schedulers.  Configure them for various purposes, teams, date ranges, and more.

Add Links to Email Campaigns

Embed SUMO Online Scheduler links into your outbound marketing campaigns.  Compatible with Pardot, Marketing Cloud, Mailchimp, Constant Contact, Marketo, and more.

Add Links to Social Media Posts

Embed SUMO Online Scheduler links into your social media posts.  Encourage people to meet with your sales team or talk to an expert.

Enable Scheduler in AI Chat Bots

Embed SUMO Online Schedulers in online AI chat bots.

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 Try SUMO?

Schedule a call for a quick demo or
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