SUMO Partner Resource Guide
For over 18 years, Sumo Scheduler has been a trusted Salesforce ISV partner. Our AI meeting assistant helps sales, support, and service teams book more meetings via self-service, run productive conversations with AI-driven prep and notes, and close deals faster with instant follow-ups — all inside Salesforce.
We automate the entire lifecycle, from instant chat, meeting booking, and pre-call planning to meeting follow-up, ensuring users are always prepared.
Boost consulting revenue and customer satisfaction by offering SUMO implementation as a service. As a go-to partner, we help you win new clients, expand accounts, and sell managed services.
SUMO is native to all Clouds and Communities; compatible with Enterprise Edition and above. Our app fits use cases out of box and is easy to demo to your customers.
Your guide to Identifying & positioning Key Co-selling Opportunities
Easily schedule 1:1, group, or team meetings directly from Salesforce.
Manage complex registrations, capacities, and recurring sessions for webinars, trainings, or customer events.
Agentforce meeting assistants book meetings directly from AI chat conversations.
Leverages CRM data and AI research to prepare personalized call plans with customer insights, objectives, and talking points.
Joins calls to automatically capture structured notes and key action items in Salesforce.
Drafts personalized follow-up emails from CRM records and AI meeting notes – updates Salesforce records after every interaction.
Remove friction for customers with instant scheduling.
Streamline workflows and speed up sales support processes by automating engagement, meeting booking, call preparation, note-taking, and follow-up.
Simplify your tech stack within the Salesforce ecosystem – capture meeting data, notes and correspondence directly in Salesforce.
Deliver hyper-personalized, timely, and convenient interactions across all channels.
Directly impact client’s top-line growth through efficient sales and improved customer loyalty and satisfaction.
Outcome-based reporting directly from Salesforce.
Offer self service meeting booking anywhere your company has an online presence – Accelerate deal velocity with meeting booking, pre call planning, notetaking and follow up automation.
View team availability directly in your CRM and book meetings on behalf of users in real time – view booked meetings via one calendar format.
Resolve cases faster with self service scheduling and context-rich notes – book directly from a website, community or case.
Simplify appointment scheduling and customer coordination by offering self-service booking via your website, email, or chat. Automatically route appointments by service, and assign necessary rooms and resources.
Highly customer-centric industries across all sectors:
Mid-market to Enterprise, particularly those struggling with disconnected customer engagement efforts or seeking to leverage AI strategically across multiple departments.
Optimize scheduling & efficiency, ensure data integrity, scale company-wide solutions
Increase meetings, speed up sales process, reduce admin time, improve reporting
Inefficient manual scheduling processes with poor CRM integration
Lack of a 360-degree view of customer interactions (meetings, notes, follow-ups are outside Salesforce)
Low CRM user adoption due to clunky tools and processes
Teams spending too much time on admin (scheduling, note-taking, pre-call prep & follow-up emails)
Difficulty scaling personalized engagement without increasing headcount
How do prospects/customers book meetings today (web, community, chat, email)? Where do you see the biggest friction or drop-offs?
Which teams need scheduling (Sales, Support, Services/Field)? What volumes, time zones, and SLAs are we targeting?
What lives inside vs. outside Salesforce today (objects, Communities, telephony, email, calendars)? Any must-have integrations?
How are pre-call prep, meeting notes, action items, and follow-ups handled today? What’s manual or inconsistent?
Which KPIs matter most (meetings booked, no-show rate, time-to-meeting, conversion)? What improvement would define success?
Managed package – Deploy our package and Agentforce assistants out of box and add scheduling to any object, case or community.
(Apex, LWC, Flow). Data resides in Salesforce. Inherits Salesforce’s enterprise-grade security model. [SOC 2, HIPAA Compliance, ISO].
Seamless data flow for contacts, leads, opportunities, cases, and custom objects across all scheduling and AI assistant tools.
Salesforce API + Open SUMO Scheduling API
Seamless Salesforce integration without leaving the platform
18+ years as trusted Salesforce ISV partner
End-to-end lifecycle management from chat to follow-up
Better conversations and exceptional customer experiences
Want co-selling help or a tailored demo for your account?
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