Streamline Scheduling with SUMO in Salesforce

Streamline Scheduling with SUMO in Salesforce

STREAMLINE SCHEDULING WITH SUMO IN SALESFORCE

Customer Engagement Platform, SUMO delivers a best-in-class appointment, event, and class booking solution, directly available in your Salesforce org.

SUMO’s focus on usability and stability, as well as its top-notch support team, is reinforced by their customer feedback

 

Functions available in sumo cep :-

Sumo Cep Built on Salesforce’s Lightning Platform, SUMO Scheduler is sure to drive your customers’ satisfaction. After installing the Sumo managed package in the salesforce instance then search in the quick find box.

Sumo scheduling Steps :-

SUMO managed package is installed and permissions assigned to users, the User Settings tab becomes available. Every SUMO user will need to complete the following steps to start their scheduling journey.

Sumo Calendar Connector (Connect Your Calendar):-

We connect the Sumo calendar with any calendar your teams use, like Salesforce Calendars, or external calendars such as Google, Microsoft 365, or Microsoft Exchange. like below

After Completing the calendars connect step, the wizard shows the next option to select. You can always come back later to connect or disconnect the calendars as needed.

Sumo User/Resource Availability :-

All user work with the SUMO product so defining their availability is a must. for participants in various appointments and events.  After choosing a location, they can draw the slots on the calendar based on the time zone.

Sumo Appointment Automation :-

Schedule New Appointment  

We added a New Appointment button on contact lightning Record Pages or simply to the page layout.

When someone hit this button, users can schedule an appointment in less than a minute, Benefits is that Users can send a text message reminder also

Sumo Appointment Links :-

We can use appointment links for digital communication, email signatures, or even across social media. It’s very easy to make appointments; email recipients only need to click on the link and they automatically go to the next step. After completing this step process, appointments will automatically appear on their calendars.

Sumo Event and Course Scheduler :-

SUMO Event Scheduler enables Marketing, Sales, or even Customer Success Teams to successfully schedule multiple events right from Salesforce

Sumo Multi-Calendar in Salesforce :-

SUMO Multi Calendar view we can see all resources ,calendars on single platforms they can be displayed and filtered easily

Sumo Event Creator :-

By using SUMO Event and Course Creator we can save time when we go through the creation process

We have access to Decide the time and the recurrence of the event and course creator, also we can Control how many participants can be admitted for the event. 

Summary :-

SUMO Scheduler is the only appointment scheduling automation solution built 100% native on the Salesforce.com

SUMO Scheduler provides several powerful ways you can let prospects self-schedule appointments to your sales team’s calendars 24/7 from any device.