Support Teams

Support Teams & Call Centers

Turn meeting scheduling into a strategic advantage for your customer success team

Turn satisfied customers into loyal fans. Optimize your customer engagement and watch retention, loyalty, and growth skyrocket.

Powerful scheduling for customer support and call center teams

+50%

Reduction in time spent scheduling appointments on behalf of staff

+47%

Reduction in ticket resolution time

+24%

Increase in customer retention

Build stronger partnerships that drive growth

Connect customers with the perfect expert, at the right time and place, for a productive and efficient interaction. SUMO helps you:

1

Onboard customers faster

Streamline onboarding with efficient scheduling, ensuring a smooth and positive first experience with your team.

2

Improve customer health scores

Boost engagement and satisfaction with quick, convenient appointment scheduling.

3

Increase renewals and growth opportunities

Optimize the renewal process and unlock sustainable growth through stronger customer relationships.

Connect customers with the perfect expert, at the right time and place, for a productive and efficient interaction.

SUMO’s customer engagement tools deliver ROI to your clients

+35%

Customer & employee satisfaction

+25%

Employee productivity

+70%

Appointment bookings

-35%

Appointment cancellations

Ditch calendar coordination and spend +25% more time with customers

Say goodbye to scheduling headaches

With SUMO, customers can self-schedule appointments at their convenience using a simple online link or custom email. No more time-wasting phone tags or endless email chains to find a mutually agreeable time.

Boost team efficiency and close cases faster

Eliminate scheduling gaps by allowing customers to self-schedule. Simply deploy "Schedule Support Call" links on your website, customer portal, email signatures - and even mass support emails to make scheduling effortless.

Reduce no-shows and ensure successful meetings

Automated email and text message reminders keep appointments top-of-mind for customers, reducing no-shows by +35%.

Gain valuable insights

Meeting analytics hones in on trends like popular meeting times, top-performing reps, and high-demand meeting types. Use data to optimize your scheduling process and improve customer experience.

SUMO Scheduler's features for Support teams

Empower customers, scale your support team

Smart Assignment logic connects customers with the right specialist for their specific needs.

Advanced meeting assignment

Match customers with the perfect expert. Smart Assignment logic connects customers with the right specialist for their specific needs.
Boost response times. Eliminate unnecessary routing and get customers to the best person for the job faster.
Team collaboration for complex issues. Need a team effort? Smart Assignment facilitates efficient meeting assignment via a resource pool - Maximize meeting options offered to clients by offering your team’s collective availability.

Tailor meetings to every need

Build strong relationships. Foster personalized connections with one-on-one meetings.
Streamline onboarding. Facilitate collaborative sessions with joint meetings between teammates and customers.
Boost knowledge sharing. Host engaging educational and networking events for groups of customers.
Save at-risk accounts. Schedule quick meetings to address concerns and prevent churn.

Facilitate collaborative sessions with joint meetings between teammates and customers.
Eliminate the hassle and time of manually adding web conference details to calendar invites. SUMO automatically inserts everything for you.

Save time, increase efficiency

Recurring meetings made easy. Create dedicated team pages for regular training sessions or events. Customers can easily self-schedule at their convenience, freeing up your team.
Seamless self-service. Route customers to specific teams or team members by case type or level. This reduces strain on your support team and allows them to focus on more complex issues.
Automated conference links. Eliminate the hassle and time of manually adding web conference details to calendar invites. SUMO automatically inserts everything for you.

Nurture relationships and drive results

Maximize engagement before and after meetings. SUMO automates your communication:
Pre-meeting reminders. Reduce no-shows and empower customers to reschedule.
Follow-up meetings. Stay on top of continued support needs and actions by scheduling real-time follow-up meetings or sending a custom email with a self-service scheduling link.

Maximize engagement before and after meetings. SUMO automates your communication

Exceed customer expectations

Turn leads into meetings instantly. Add SUMO anywhere you connect with potential customers: email marketing campaigns, display ads, landing pages – the possibilities are endless!

SUMO’s customer engagement tools deliver ROI to your clients

Eliminates negative customer experience resulting from:

  • Poor team coordination and meeting handoff
  • Scheduling conflicts between clients and company resources
  • Poor support ticket resolution time
  • Missed follow-up steps
  • Poor follow-up engagement
  • Client response and engagement delays
  • No-shows & cancellations

Automate engagements that lead to positive retention

  • Follow up meeting coordination
  • Seamless team coordination
  • Co-host meetings with teammates
  • Automate scheduling for follow-up meetings
  • Schedule recurring meetings
  • Instantly route to support team members according to meeting type, location, or availability
  • Assign meetings according to predetermined criteria
  • Create meeting types and assignments by Sev level
  • Automatically send reminders & follow-ups

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

Explore More

Helping customer success teams focus on their customers’ needs

Fortune 500 Pharma Company

Read Time: 4 minutes

Fortune 500 pharma optimizes customer journey with SUMO.

Fortune 100 Cloud Vendor

Read Time: 6 minutes

Fortune 100 cloud vendor boosts client retention and employee retention with SUMO.

A Prestigious Ivy League University

Read Time: 5 minutes

SUMO adds automated scheduling to an Ivy League University’s infrastructure.

Some of the most important things in these tools

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.