Maximize Sales Teams Efficiency with Advanced Scheduling

2x

Sales conversion rate

7 days

Shaved off the sales cycle

2x

More deals closed

Build your competitive advantage

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

1

More Appointments

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

2

More Opportunities

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

3

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.

Intelligent customer engagement for great teams

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

SUMO’s customer engagement tools deliver ROI to your clients

+35%

Boost in customer & employee satisfaction

+25%

Increase in employee productivity

+70%

Lift in appointment bookings

-35%

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.

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

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.

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.

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 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 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 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 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!