From first touch to lasting loyalty, leading teams trust SUMO to streamline customer engagement across sales, support and service groups – natively from Salesforce.
Engage smarter with SUMO, your Salesforce-native hub to book, prep, capture, and follow up in one seamless flow.
Streamline one-on-one meetings, consultations, and client appointments with intelligent scheduling.
Manage complex multi-attendee events, webinars, and group meetings with automated coordination.
Optimize territory management and route planning for maximum efficiency in the field.
AI tools that streamline the entire engagement and meeting lifecycle—from booking and preparation to note-taking and automated follow-up—so every customer interaction is smarter and more effective.
SUMO AI assistants + Agentforce help your team to focus on what matters – your customers.
Engage prospects and customers with intelligent chat based scheduling that learns preferences and automates the perfect time for next steps.
AI-powered preparation that briefs you on attendees and suggests optimal talking points.
Automatic meeting transcription and summary generation with key action items highlighted.
Smart follow-up automation that tracks commitments and schedules next steps seamlessly.
Better engagement…better customer outcomes
More Customer Meetings
Boost in Team Productivity
More Deals Closed
Days Shaved Off Deal Cycles
*Data based on real customer results
Watch how AI-powered engagement transforms productivity directly from within your Salesforce environment.
See how leading teams use AI agents in Salesforce to boost speed, streamline prep, and scale human engagement—automatically.
SUMO Scheduler adapts to your organization’s unique needs, providing specialized scheduling solutions for every team and use case.
Get 5 FREE SUMO Appointment Suite licenses for a full year! + white glove set-up & implementation*. This exclusive offer includes everything you need to transform your team’s scheduling efficiency – a value of over $8,000.
*Offer valid for attendees of our UK events. Limited time availability. Implementation includes out of box set-up & configuration.
“SUMO Scheduler has completely transformed how our team manages appointments and meetings. The AI-powered features save us hours every week, and the seamless Salesforce integration means our data stays synchronized across all platforms. It’s the scheduling solution we didn’t know we needed.”
“We’ve partnered with SUMO from implementation to today, and it’s been a huge asset to our nonprofit. As a tech-forward organization supporting direct service teams, SUMO was a natural fit. Their team made onboarding seamless, and our favorite feature — the self-scheduler — has completely streamlined client follow-up scheduling.”
