Field Sales Scheduler
Automated Field Sales Scheduling Platform For Salesforce
Start Owning Your Sales Destiny
Online Appointment Scheduling
Outbound Appointment Scheduling
Dynamic Travel Time
Visual Territory Mapping
Rescheduling Engine
Watch A Field Sales Demo
Learn how to increase appointment volume & team productivity
Maximize Your Time In the Field
More Customer Meetings. Less Travel Conflicts. More Revenue.
Online Scheduler
◾ Online Appointment Scheduler empowers customers to get on your reps’ schedules days/weeks in advance.
◾ Territory assignments & appointment travel time to ensure that the right rep is assigned.
◾ Fill gaps in reps’ schedules & ensure field reps always arrive on-time.
Outbound Scheduler
◾ Schedule meetings on behalf of colleagues based on territory assignment, travel time & availability.
◾ Schedule follow up customer appointments in real-time based on territory availability & travel time.
◾ Add “pop-in” appointment stops to your schedule while ensuring proper travel time.
Appointment Mapping Tool
◾ Visualize your territory & accounts while on the road.
◾ Visualize your daily appointments along your route & plan fill in appointments.
◾ Map updates in real time according to your meeting changes.
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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APPOINTMENT SCHEDULER
EVENT & CLASS SCHEDULER
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SUMO Scheduler
11545 Park Woods Circle - Suite B
Alpharetta, GA 30005