NEWS FROM OUR PARTNER THE EXCHANGE SUMO Scheduler SUMMER 2022 Know Thy Customer 1 Gathering key customer demographics during the appointment scheduling process provides your sales and service teams with critical information that can help them plan more impactful meetings. PRO TIP Salesforce-native applications, such as SUMO Scheduler, can push Implement a information from your custom scheduling flow to the Salesforce Salesforce-native appointment record for easy reference and reporting. and event scheduling application that offers file-sharing capabilities. Not only will you see the direct Educated Buyers Are Active Buyers benefits of an educated customer but you can store files directly 2 Knowledge is power, especially in the sales process. Companies within your org for easy access. are leveraging file upload/download capabilities within their appointment scheduling processes to provide prospective clients with the information that they need to make informed product decisions or to apply for services. By doing so, they are removing decision-making barriers and speeding up the sales process. Meet Your Customers Where They Live 5 Ways To 3 Today’s customer expects companies to provide them with multiple methods for scheduling a meeting with a live person. From online chatbots to website scheduling portals to social media listings, tech- Turbocharge the PRO TIP The changes that savvy buyers want to engage with your team on their terms. result from this data can lead to a significant boost in productivity, employee/customer satisfaction, Optimize Your Sales/Customer Engagement Process Impact of Your Customer and profit. Make sure that your Leverage Salesforce Analytics and reporting tools to drive scheduling application leverages 4 improvements in your sales customer retention processes. By Salesforce object reporting analyzing appointment data trends such as the number of meetings, to maximize your reporting status, and outcome and pairing them with key sales metrics such Meetings with Data capabilities. as stage duration and conversion rate, sales managers can pinpoint opportunities for improvement and drive meaningful change in their Top companies are leveraging data from leveraging data in their day-to- organizations. and analytics to maximize the day customer engagements. Check Maximize Your Most Valuable Resources impact of their customer-facing out a few ways they’ve identified 5 A company’s most valuable resource is its people. Nothing is more meetings. SUMO Scheduler, a how data can be incorporated into a frustrating to a sales or customer service manager than underutilized talent. By combining Salesforce analytics, dashboards, and customer engagement platform company’s automated appointment appointment scheduling software, managers can have a real-time view of staff appointment availability and utilization so that they can PRO TIP In order to that includes online appointment and event scheduling process to make informed decisions regarding staffing and role assignments. maximize staff utilization, This optimization, in combination with empowering customers to a scheduling application should scheduling, event scheduling, and increase sales, ensure customer schedule directly on staff calendars, ensures that sales and customer include advanced appointment service representatives spend more time in front of clients. assignment logic that displays queue scheduling, has seen firsthand retention, and improve employee employee characteristics such as skill, role, availability, territory, how its customers have benefited satisfaction. and location. Learn more about SUMO Scheduler on AppExchange.