The Solution SUMO Scheduler’s powerful features help companies increase appointment volume, employee productivity, and customer satisfaction. Fill your sales team’s Calculate travel time. calendars. The Challenge: Accurately projecting travel time can be a huge struggle for field reps — The Challenge: Sales representatives encounter forcing them to choose between maximizing challenges in maintaining a full sales calendar, their call plan and running the risk of arriving including the need to consistently prospect for late or even missing an appointment. new leads and secure appointments. The Solution: SUMO Scheduler provides The Solution: SUMO’s online scheduling tools keep automated travel time calculations during the sales reps’ days full by offering customers a quick appointment booking process, ensuring reps and easy way to book virtual, phone, or in-person arrive to meetings on time every time. appointments directly on their calendars. Scheduling processes can be customized and placed on any website, social media page, text, or Salesforce Community page. Leads and contacts are automatically created in Salesforce to reduce admin time and data errors. Schedule follow-ups immediately. Preplan your territory The Challenge: Sales reps want to get their clients call schedule. to commit to a next meeting so they can keep their sales momentum going. Using their calendars can The Challenge: Sales reps must effectively lead to scheduling errors and travel conflicts. manage their time spent in the field, balancing The Solution: SUMO's Invite Manager allows reps competing priorities, and continuously engaging to book follow-up meetings in real time and capture with potential clients to ensure a steady flow of the event directly in Salesforce. For field meetings and opportunities for closing sales. appointments, a travel buffer is automatically The Solution: Define your daily availability in calculated and added to your calendar alignment with your territory travel plan. Send to avoid conflicts. out custom emails or texts to customers inviting them to book an appointment with you at their location when you’ll be in their area next.
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