SUMO Scheduler
Automated Scheduling that Powers the Enterprise

When it comes to large businesses and Fortune 500 companies, there’s a growing trend to automate appointment scheduling. More often than not, companies spend up to 25 percent of their time manually scheduling and rescheduling appointments. This manual process is a waste of time and resources, ripe for human error, a source of lost revenue, and customer attrition. Atlanta, Georgia, based SUMO Scheduler has solved the manual scheduling dilemma for large teams. Its appointment scheduling automation software works 24/7, 365 days a year on any device and helps organizations increase appointment volume, revenue, and customer satisfaction.

SUMO sets itself apart from the competition with its robust and powerful architecture, built with large enterprises in mind. With a strong enterprise implementation team, SUMO is able to support the scheduling of millions of appointments, while providing bank-grade security, real-time visibility into its 99.9 percent uptime guarantee, and an enterprise Service Level Agreement. The platform supports enterprise compliance standards with certifications in SAS 70 Type II and ISO 27001. SUMO Scheduler has a version of the solution that is built 100 percent native on the Salesforce platform, making it the number one scheduling solution for Salesforce customers.

“Our focus is always to save time and increase our customers’ revenue and satisfaction. Equally, we ask ourselves, what are we doing to make absolutely sure our customers are successful? The answer is our continued refinement of product innovation, implementation expertise, and top notch support,” says Jason North, CEO of SUMO Scheduler.

To that end, SUMO’s solution can be broken down into modules—the online scheduler, the assignment engine, the reminder engine, and the analytics engine. The first enables clients to schedule appointments online at any time from any device. The assignment engine automatically handles the matchmaking and effectively schedules meetings with the right team personnel.

The third sends automated emails, text messages, and automated phone reminders ensuring that nobody misses meetings. SUMO Scheduler comes built-in with out-of-the-box analytics, allowing for staff utilization tracking, appointment volumes, no-shows, and much more, making full use of its analytics engine. It also enables clients to create their own customized reports and dashboards, which is accessible in real-time on their mobile phones and can be automatically emailed to them at recurring intervals.

The largest specialty jewelry retailer in the US, UK, and Canada, approached SUMO for its scheduling solution in a bid to find a competitive edge against competitors and to expand their client base and increase revenues across three of their retail brands. Their goal was to carry the businesses through daily sales cycles and boost sales for upcoming holiday seasons. SUMO provided the solution for over 20,000 sales personnel, allowing customers to make in-store appointments across over 2,000 stores from the retailers website. With the system in place, the jewelry retailer is able to bring their website traffic physically into the store, increasing their revenue. This enables the sales personnel to focus more on the selling instead of scheduling appointments with customers. SUMO’s customizable analytics tool is equally valuable, allowing the retailer's management team to analyze the business more effectively, with insightful data like appointment volumes and quota fulfillment by branch.

SUMO Scheduler works for quite a few industry verticals, like software and technology companies, government agencies, banks, finserv, healthcare, and education. However, SUMO is currently more focused on the retail and call center industries. SUMO’s R&D team continues to innovate new use cases and methods, such as artificial intelligence, to enhance, broaden, and strengthen its software offering.