Partner Program

For over 16 years, our Alliance Partners have leveraged SUMO’s Salesforce-native customer engagement application to deliver cutting-edge scheduling solutions to their clients.

Join today and gain access to exclusive tools, resources, training, and profit-sharing incentives aimed at bolstering your client base, consulting revenue, and nurturing your company's growth.

SUMO's partner program

Powering Customer Engagement

From Fortune 500 companies to independently owned businesses, SUMO Scheduler’s Salesforce-native Appointment, Event, and Field Sales scheduling platform is helping industry leaders streamline their sales processes, close more deals, and retain customers. With SUMO, companies can automate all their meeting and event engagement touchpoints, capture important client data, and report on all meeting activities - directly from Salesforce!

  • Embrace shared goals for mutual thriving in our partnership.
  • Redefine customer engagement through collaborative efforts.
  • Leverage SUMO Scheduler’s platform to reshape customer engagement excellence.

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Salesforce native scheduling app - SUMO Scheduler

Native
on Salesforce

Top scheduling software for Salesforce on AppExchange

TOP16 of 2,500+
on the Salesforce AppExchange

Scheduling vendor experience

Scheduling
experience

Salesforce customers

100K+ happy customers
across 7 industries

Schedule anything

SUMO Scheduler provides automated Appointment, Event & Field Sales scheduling tools to Salesforce users.
The all-in-one scheduling platform seamlessly integrates into the existing customer journey touchpoints & lets people make appointment bookings on any device at any time with the right person.

1

Appointments

Add automated appointment scheduling to any website, email, text, chat, social media, or Salesforce Community. Optimize your sales funnel & close deals faster.

2

Event & Class

Offer experiential marketing events to win new business & retain customers. Events can be created in seconds with easy sign-up through marketing campaigns, personal invites, or on your company’s website.

3

Field Sales

Optimize your sales team’s time in the field by adding appointment booking automation with travel time. Ensure that their calendars are full & they arrive to sales calls, on time… every time.

Schedule anything with SUMO

SUMO’s customer engagement tools deliver ROI to your clients

+35%

Client & employee satisfaction

+25%

Employee productivity

+70%

Appointment bookings

-35%

Appointment cancellations

Built for enterprise — Scalable for businesses of all sizes

SUMO has scheduling solutions for all major industries. Our enterprise customers include Fortune 500 companies in Financial Services, Education, Health and Life Sciences, Technology and Retail.

Banking & Financial Services

Customer engagement that drives loyalty and revenue for banking and financial services.

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Education

Automate the process of class scheduling & allow your students to manage their own meetings with faculty.

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Health & Life Sciences

Increase patient engagement & reduce administration by 25%. Making it easy for patients to access health services.

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Retail

Enable your customers to get in line, pre-book appointments, and schedule events online. Boost loyalty and revenue.

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Government Offices

Empower local, state, and federal agencies to enhance meeting efficiency securely, both internally and externally.

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Alliance partner program options

Referral Partner Program

Best for Salesforce consultants & solution integrators

  • Co-target prospects & win new clients with SUMO Scheduler.
  • Get a commission for new customers based on total 1st year revenue.
  • You lead the charge − we provide scheduling solutions.
  • Best for partners who bring referrals & leads to SUMO Scheduler.

SUMO Technology Partner

Best for SaaS companies & technology resellers

  • Use SUMO’s API to integrate scheduling into your software technology or service
  • Purchase licenses from SUMO Scheduler at special pricing & resell them to your clients or bundle them as part of your service or tech.

Partner Program Benefits

SUMO’s Partner Program provides comprehensive tools and resources that help your team leverage automated customer engagement as a service offering. The flexible program is designed to align with your unique sales, solutioning, and implementation processes.

Training & Certification

Comprehensive training & product certification - build confidence with your clients & ensuring top-tier service.

Co-Selling

Collaborate & sell with your SUMO product expert. - Get expert scheduling solution support from our team.

Marketing Resources

Access to marketing materials & collateral that help you to position SUMO to your customers.

Profit Sharing

Enjoy up to 25% commission on SUMO license revenue.

Free Software & Product Access

Use SUMO products for free. Early access to new products and features.

Dedicated Support

Receive priority support parallel to SUMO’s Premier+ Program.

Solution Development

Partner with SUMO for unique market solutions that meet your customers’ unique needs.

*Community & Networking

Join SUMO’s Alliance Partner community for networking & knowledge-sharing.
*coming soon!

Become a SUMO Partner

Partnership Alignment

✔ Review partner program.
✔ Establish mutual alignment.
✔ Complete agreement/NDA.

Partnership Alignment
Training & Certification

Training & Certification

Complete SUMO led training & certification.

✔ Technical Training & Certification.
SUMO Solution Engineer trains on installation, configuration, & integration. Partners complete a test & a project implementation.

✔ Sales Training.
Account Directors offer sales training.

Sales & Marketing Support

✔ Access SUMO portal to receive collateral, case studies & tools.
✔ Onboard SUMO’s engagement software for your team to use for free.

Sales & Marketing Support
Collaboration

Collaboration

✔ Schedule quarterly partnership meetings & events.
✔ Develop co targeting plan.

Win!

Refer SUMO and receive profit sharing rewards.

Sales & Marketing Support

Start your customer engagement journey.

Let's Partner & Win