The Scenario SUMO Scheduler solves Sally’s challenges by helping her to: In this example, let’s imagine how an EVP of Sales could use SUMO Scheduler to help teams achieve their sales goals. Schedule 昀椀eld calls e昀케ciently. With the combined Salesforce native self-scheduling tools and powerful 昀椀eld sales territory execution tools, Sally’s reps can now book appointments much faster. Protect client data. SUMO leverages military grade security and Salesforce platform architecture so Sally can feel con昀椀dent that client Sally Selling data is safe. EVP, Sales Solve multiple use cases. With SUMO Scheduler, Sally’s team can o昀昀er virtual, phone, or in-person appointments. She can now accommodate Sally needs to help her sales inside and outside sales use cases. SUMO is an enterprise reps better manage their tool native to all Salesforce clouds, so Sally’s team can use it schedules so they can keep across multiple verticals. a full calendar, be on time, Her Goals: Her Challenges: Update metrics in real time. and e昀케ciently follow up. • Help her team surpass sales goals • Reps often use their calendars Sally drives and manages strategy using SUMO’s native • Ensure her reps arrive for all when scheduling appointments, reporting and dashboard tools that empower users and appointments on time which leads to late shows and missed appointments leaders with real-time metric updates. • Empower customers to make their • Reps lack the tools to quickly own appointments with their schedule follow-ups territory reps • Without a full sales calendar, reps struggle to meet sales goals Learn more about SUMO