Industry Spotlight

HealthCare & Wellness

Boost healthcare engagement & sales. SUMO automates patient & client scheduling for hospitals & medical businesses, lowering acquisition costs, improving health outcomes & driving revenue.

Transforming Healthcare Engagement with SUMO Solutions

SUMO's Appointments, Events & Classes scheduling software empowers hospitals & clinics, pharmaceutical & medical equipment manufacturers to automate patient & client engagement, increase sales revenue & lower the cost of new client acquisition.

  • Simplify the process of scheduling appointments, events, and classes, ensuring seamless interaction between healthcare providers and patients.
  • Provide pharmaceutical and medical equipment manufacturers with efficient scheduling solutions that help drive sales and revenue growth.
  • By automating patient and client engagement processes, healthcare organizations and manufacturers can lower the cost associated with acquiring new clients.

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SUMO Scheduler for Healthcare

Intelligent customer engagement for great teams

See why top revenue companies use SUMO Scheduler to accelerate pipeline velocity.

Strive Health
Resolute Health
Yes Hearing
Center for Brain Health

Real-world results that are helping our medical partners to fulfill their missions


Patient, customer & employee satisfaction


Staff productivity


Appointment bookings


Appointment cancellations

Typical HealthCare & Life Sciences Use Cases

Improves customers and patients satisfaction by empowering them to schedule appointments quickly and easily

Medical Sales & Marketing

Product demos & training sessions: Allow potential customers (doctors, hospitals, clinics) to easily schedule product demonstrations or training sessions for their staff.

Sales representative meetings: Coordinate in-person or virtual meetings between sales reps and healthcare providers to discuss product features and benefits.

Webinars & events: Manage registration and scheduling for online or in-person educational webinars or product launch events.

Follow-up calls & meetings: Set automated reminders for follow-up calls or meetings with potential customers, keeping them engaged in the sales cycle.

Nurse information lines: Empower medical offices and practitioners to schedule calls with a product expert.

Patient Appointments

New patient scheduling: Allow patients to easily schedule initial consultations online, 24/7, reducing wait times and increasing access to care.

Follow-up appointments: Add rescheduling options to follow-up appointment reminder notices, ensuring continuity of care and reducing missed visits. Offer recurring appointments for therapy sessions and specialty care. - Schedule recurring appointments.

Telehealth appointments: Offer patients the convenience of scheduling virtual consultations with healthcare providers.

Appointment rescheduling: Enable patients to easily reschedule appointments online, ensuring provider schedules staff full and while reducing administrative burden.

Reduced administrative tasks: Automate appointment scheduling tasks and optimize staff scheduling, freeing up staff time for more direct patient care.

Clinical Trials & Vaccinations

Reduced barriers to vaccination: Offer a user-friendly online scheduling process, making it easier for people to schedule appointments, especially those with busy schedules.

Participant recruitment & screening: Simplify the process for potential participants to schedule initial screening appointments for clinical trials. Schedule follow-up appointments for patients enrolled in clinical trials to monitor their progress and collect data.

Deliver better patient outcomes and increase medical sales

SUMO Scheduler empowers medical companies with simple, intuitive employee & customer scheduling software. With SUMO, your team can spend less time coordinating appointments & more time meeting the patients and customers they serve.

Book appointments anytime, anywhere!

Patients and customers can easily schedule with healthcare providers, sales reps, and equipment specialists 24/7. Choose your preferred provider by specialty or profile, or match with your existing provider. Schedule seamlessly from your CRM, website, chat, or social media.

Tailored Scheduling Experience

Customize your scheduling process to meet the needs of your customers & patients - Custom scheduling flows & powerful resource pool technology ensure that they connect with the right resource, at the right time & place.

Automated Data Capture

SUMO reduces admin workload while ensuring that your staff has everything it needs for customer/patient appointments. SUMO automatically creates contacts & leads also capturing custom data directly in your CRM.

360 Degree Patient Engagement

Improve engagement with patients & providers by offering one-on-one or recurring group meetings.

Patient Privacy & Security

Ensure patient privacy & data security through SUMO’s state-of-the-art data encryption & military-grade security. All sensitive customer information & data stays in Salesforce as part of your HIPAA compliance plan.

Right Sized Your Solutions

SUMO’s flexible product packages & pricing are right-sized for your businesses’s needs.

Powerful scheduling capabilities for HealthCare & Life Sciences

Easy to implement

Get up & running fast with help from SUMO’s in house implementation & support team!

Happy Clients

See what our customers and fans around the world are saying about 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.

Ashley Jones, Neighborhood Trust Financial Partners

Ashley Jones Associate Director - Salesforce Neighborhood Trust Financial Partners

SUMO's appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert, Huron Consulting

Jim Gilbert Salesforce Consulting Director Huron Consulting

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.

Taylor Neece, California Baptist University

Taylor Neece Dean of Admissions California Baptist University

The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment.

Rebeca Lamadrid, The Washington Center

Rebeca Lamadrid VP, Operational Effectiveness The Washington Center

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, Five Star Professional

Greg Thatcher IT Manager Five Star Professional

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Supporting healthcare and pharmaceuticals companies to concentrate on their core priorities

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Take your customer engagement to the next level

Ready to try SUMO?

Schedule a call for a quick demo or start your free trial.