Sales Teams

Sales Teams

Meet more clients. Increase your revenue.

Keep meetings moving forward so you can focus on engaging your prospects, getting buy-in, and closing more deals.

scheduling solution for sales teams


Sales conversion rate

7 days

Shaved off the sales cycle


More deals closed

Build your competitive advantage

Time kills deals. Stop playing phone and email tag with prospects.


More Appointments

Adds 30% more appointments to your sales team's calendars.


More Opportunities

Funnel more leads to your sales team so that they can spend more time selling and less time prospecting.


Close Deals Faster

Shrink the sales cycle by driving the next steps in the sales process while offering your clients the flexibility to book meetings with you on their terms. Customizable meeting types (virtual, in-person, or phone) align with your unique sales process by stage.

scheduling solution for sales teams

SUMO’s customer engagement tools deliver ROI to your clients


Boost in customer & employee satisfaction


Increase in employee productivity


Lift in appointment bookings


Decrease in appointment cancellations

Automate to accomplish more

Get more meetings with clients booked faster, improving conversion all throughout your sales pipeline.

Build long-lasting client relationships

Prospects often buy from people they like and they hate the back-and-forth of appointment scheduling. Offer white glove service with appointment automation and start all conversations on a positive note.

Create workflows

Create custom meeting types by stage in your process. Automatically send personalized emails and texts to prospects before and after your meetings.

Optimize your sales process with meeting analytics

Make data-driven decisions — get a real-time snapshot of popular meeting times, demand by service, top performers, in-demand meeting types, and more.

SUMO Scheduler's features for Sales teams

Never miss a hot lead with online scheduling

Never miss a hot lead with online scheduling

Meet prospects where they live SUMO Scheduler connects top prospects instantly with the right person, at the right time and location, before the competition does. Encourage meetings as a call to action by adding “Schedule a call” buttons on your website, emails, texts, and Salesforce communities.

Fast-track the sales cycle with round-robin meetings

Distribute leads efficiently to different reps, leveraging the strengths of your entire sales team.

Fast-track the sales cycle with round-robin meetings
Offer real-time availability and never miss your window of opportunity

Offer real-time availability and never miss your window of opportunity

SUMO empowers your reps to strike when the iron is hot. Leverage LinkedIn integration, suggest ideal meeting times in emails and embed scheduling links in email signatures. Transform a simple reply to a lead or prospect into a custom invite that gets the next meeting booked.

Stay top-of-mind and nurture relationships

SUMO automates pre-meeting reminders and confirmations, minimizing no-shows and ensuring smooth meeting experiences. Additionally, post-meeting follow-ups ensure next-step meetings for prospects and future account check-ins on the books for existing clients.

SUMO automates pre-meeting reminders and confirmations, minimizing no-shows and ensuring smooth meeting experiences.

Don’t lose a prospect you’ve been investing in

Adapt your meetings to every situation

Serve your best leads right away and get to closed won

Remove friction in your sales process by eliminating:

  • Manual appointment scheduling
  • Manual lead assignment
  • Calendar coordination for meetings with colleagues
  • Manual prospect data entry and lead creation
  • Client no-shows and cancellations
  • Inconsistent follow-up steps and post-call data entry

Let SUMO Scheduler do the heavy lifting for your sales team

  • Share scheduling links anywhere
  • Book appointments in real-time or send a custom email invite
  • Co-host calls with teammates
  • Assign appointments to teammates directly or through a collective resource pool
  • Automatically send emails and text reminders and confirmations confirmations
  • Automate follow-up meeting invitations
  • Leverage analytics and reporting to make data-driven scheduling decisions
  • Capture data and automate lead creation directly in your CRM
  • Schedule account check-in calls by geography
  • Offer appointment type by sales stage or customer needs
  • Account for travel time for outside sales calls

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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Unleash the power of intelligent scheduling

Get Started

Collaborate on meeting scheduling, share calendars, and manage availability easily with the SUMO.

Contact Us

When your team has unique scheduling use cases, advanced security requirements, or pricing questions.