Sales Teams

Increase appointment volume.  Increase opportunities.  Increase revenue.

Spend 25% more time selling!

Stop playing phone and email tag with prospects.

In surveying our customers, we’ve learned that sales teams using SUMO Scheduler spend up to 25% less time chasing prospects… that’s roughly 3 more months a year selling!
A simple “Schedule Now” link enables prospective customers to meet with your sales team when it’s convenient for them, removing unnecessary friction in the sales process.



More Appointments

SUMO has proven to add more appointments to your sales teams calendars.

Close Deals Faster

Scheduling automation literally shrinks the sales cycle.

More Opportunities

Funneling more conversations to your sales team leads to discovery of more sales opportunities.

Help Prospects Love You

Prospects often buy from people they like and they hate the back and forth of appointment scheduling.  Offer white glove service with appointment automation and start all conversations on a positive note.

More Revenue

Sales is partly a numbers game, so naturally more opportunities drives more revenue.

Built on Salesforce

Leverage the power of the world’s #1 CRM platform,  SUMO Scheduler is built on the native Salesforce lightning and runs inside the Sales Cloud, Console, and Salesforce Community.

Core Capabilities

How does SUMO help Sales Teams?

Online Scheduler

Attract customers with “Schedule Meeting” links on your website, email signatures, and more.

Group Meetings

Easily schedule group meetings or allow customers to self-schedule meetings with a sales team.

Travel Gaps

Include pre & post meeting buffers to allow for travel time to a meeting at a remote location.

Instant Booking Wizard

In Salesforce, allow SDRs and sales reps to Instantly find a resource, available time slot, and book it.

Smart Assignment

Make sure the prospect meets with the right salesperson, at the right location, at the right time.

Auto-Add Web Conference

Automatically insert web conference details into the calendar invitations means more time selling.

Invite Manager

Email outbound meeting Invitations to prospects to meet.

Resource Pools

Distribute bookings across a sales team. Each team can have its own distribution method.

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
start your free trial on Salesforce AppExchange