Industry Spotlight

Product Sales

Put your sales team in the driver's seat! SUMO Scheduler streamlines product demos, joint calls, and round-robin lead distribution, boosting engagement and accelerating the sales cycle.

Enhancing B2B Product Sales with SUMO Scheduler

SUMO Scheduler's appointment and event scheduling applications empower B2B product sales teams to efficiently manage customer schedules, ensuring seamless coordination and enhancing client service.

  • Simplify the process of coordinating appointments and events, fostering seamless interaction between B2B product sales teams and their clients.
  • Reduce administrative expenses associated with manual scheduling and management, enabling firms to allocate resources more effectively and maximize profitability.
  • By optimizing employee scheduling, B2B product sales teams can provide superior client service, resulting in increased satisfaction and loyalty.

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Scheduling solution for b2b product sales

Intelligent customer engagement for great teams

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

Boston Solar
Centrica
Tournesol Siteworks LLC
Green Shield Deck Builders
Valley Solar
Revise Energy

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

+35%

Customer & employee satisfaction

+25%

Employee productivity

+70%

Appointment bookings

-35%

Appointments cancellations

Typical B2B Product Sales Use Cases

Streamline customer meetings

Product demos: Allow potential customers to easily schedule product demos at their convenience, increasing the likelihood of successful outreach.

Joint calls: Schedule calls with multiple team members (e.g., salesperson and technical expert) to address customer needs comprehensively.

Round-robin lead distribution: Automate the assignment of leads to sales reps based on availability and expertise, ensuring efficient lead nurturing.

Follow-up calls: Set automated reminders for follow-up calls with potential customers, keeping leads warm and engaged in the sales cycle.

Field meeting scheduling: Offer your real-time availability to clients while also accounting for travel between appointments. Fill holes in your territory with instant appointment booking and arrive on time every time!

Optimizing the sales process

Reduced scheduling friction: Eliminate time-consuming back-and-forth appointment coordination emails with clients, allowing reps to focus on selling.

Increased appointment conversion: Remove scheduling barriers by offering 24/7 online booking - Encourage customers and prospects to book meetings on their terms.

Data-driven insights: Track appointment scheduling trends and make data-driven decisions to drive your sales strategy.

Improved sales pipeline management: Automated scheduling keeps the sales pipeline moving smoothly and ensures timely follow-up.

Powerful Scheduling Capabilities for Product Sales

SUMO Scheduler offers user-friendly client scheduling software tailored to the unique needs of B2B product sales teams. Enhance operational efficiency and boost productivity with SUMO, allowing your team to streamline scheduling processes and focus on serving clients and driving business growth.

Community engagement

Schedule appointments seamlessly across all channels – website, email, text, social media, and Salesforce Communities.

Seamless sales meetings, anywhere… anytime

SUMO empowers inside & outside sales teams with flexible scheduling for virtual or in-person meetings. Reduce scheduling friction and maximize productivity – your team's availability is at your fingertips.

Turbocharge your sales process

Provide your sales team with the right tools to get the meeting booked. Schedule appointments in real time, send custom meeting invitations, drop a link in a text, or direct clients to an online scheduling portal.

Tailored scheduling experience

Empower clients and the sales team to choose how they meet (virtual, in-person, phone) and leverage AI-powered appointment assignment rules to optimize team efficiency.

Automated data capture

Reduce admin burdens by capturing essential client information directly within the SUMO platform, streamlining data management without the need for additional connectors or integrations.

Complete engagement platform

Go beyond basic interactions. Offer personalized appointments, host dynamic events, and deliver informative courses – all within one platform.

Easy to manage

Manage unlimited staff & availability across multiple locations. Set scheduling rules and processes or give your team the freedom to dictate their own.

Right-sized your solutions

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

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.

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