Field Sales Scheduler

Put your sales team in the driver’s seat

Automated Field Sales Scheduling Platform For Salesforce

Equip your field sales team with the tools they need to execute their territory plans, increase sales velocity and close more deals. Say goodbye to choosing between appointment routing efficiency and customer experience.
SUMO’s Field Sales Scheduler combines automated travel time routing, powerful appointment scheduling and real-time reporting tools that fill reps’ calendars with appointments and ensure that they arrive on time every time.

Start Owning Your Sales Destiny

Online Appointment Scheduling

Empower clients to fill reps’ calendars 24×7 through automated scheduling. Offer territory based availability for optimum territory management.

Outbound Appointment Scheduling

Fills gaps in your calendar & book follow up appointments in real time to ensure next steps.

Dynamic Travel Time

Optimize inbound & outbound appointment routing, identify opportunities for additional calls & ensure on-time arrival.

Rescheduling Engine

Adjust to appointment changes while keeping a full schedule.

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.

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?

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