Deploying AI Assistants for Scalable Customer Engagement – Whitepaper
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Scaling AI Assistants to Transform Customer Engagement

Learn how to boost efficiency, reduce manual CRM tasks, and scale 1:1 interactions across the sales and support teams.

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Deploying AI Assistants for Scalable Customer Engagement - Whitepaper

Jumpstart Your AI Journey in Salesforce

Admins and RevOps leaders keep hearing “do more with AI”— but what does that really mean and where do they start? This white paper shows find and implement high-ROI automation.

What You’ll Learn

Manual workflows that cost teams valuable time
Gaps AI can fix today
Where AI drives measurable impact
AI assistant implementations
Defining ROI
Key deployment best practices

Unlock the Power of SUMO + Agentforce

SUMO AI assistants + Agentforce help your team focus on what matters – your customers.

AI Meeting Booker

Engage prospects with intelligent chat-based scheduling that learns preferences and automates perfect timing.

Call Planning Assistant

AI-powered preparation that briefs you on attendees and suggests optimal talking points.

AI Note Taker

Automatic meeting transcription and summary generation with key action items highlighted.

Follow-Up Assistant

Smart follow-up automation that tracks commitments and schedules next steps seamlessly.

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About SUMO Scheduler

Trusted by top companies around the globe, SUMO is the industry-leading provider of AI driven customer engagement solutions. From first meeting to loyal customer, SUMO helps revenue, support, and service teams deliver more personalized, impactful customer interactions that drive better outcomes.

Trusted by leading organizations

AstraZeneca
Cornell University
Medtronic
Macquarie
AIG