CASE STUDY The largest specialty jeweler in the US, UK, and Canada
SUMO Scheduler helped the largest specialty jeweler in the US, UK, and Canada modernize its customer experience. The jeweler faced challenges with phone-only scheduling, which limited growth and bloc...ked communication lines. SUMO enabled multi-platform scheduling, online appointment booking, and automated reminders, all integrated with Salesforce. Over 20,000 sales consultants in 2,000 locations now use the solution. The jeweler saw improved customer service, more self-scheduled appointments, and record holiday season revenues.
SUMO Scheduler helped a prominent online retailer upgrade its customer engagement system during the COVID-19 pandemic. The retailer faced problems with manual scheduling, errors, and lack of personal...ization. SUMO deployed a solution with self-guided appointments, expert matching, real-time analytics, and calendar integration. The new system reduced missed appointments, improved customer mapping, and enabled data-driven decisions. The retailer now enjoys better transparency and streamlined appointment booking for its luxury managers.
SUMO for Salesforce helped a national retail bank improve customer engagement. The bank faced long wait times and lost conversations due to phone and email overload. SUMO delivered a Salesforce-nativ...e platform with self-scheduling, automated notifications, and a multi-location calendar. Advisors spent less time on calls and more time serving customers. Customers could book appointments online. Surveys showed higher customer satisfaction after using SUMO.
SUMO Scheduler helped Strategic Wealth Designers improve appointment scheduling at onsite events. The firm needed to handle more client requests and move away from manual processes. SUMO provided a u...nified calendar, online appointment booking, and automated reminders. The team saved up to 25% of their time and cut appointment no-shows by 30%. SUMO made it easier to connect clients with the right advisors and locations quickly.
SUMO Scheduler helped Money Movers, a FinTech firm, automate their appointment scheduling. The firm struggled with manual booking, leading to missed appointments and wasted staff time. SUMO introduce...d a semi-automated, 24/7 scheduling system with custom meeting types. This saved over 25% of staff time and reduced no-shows. Reception staff could focus on more productive tasks, and clients enjoyed easier booking and better service.
SUMO for Salesforce helped a Fortune 500 company in financial services cut support team workload by 47%. The company used SUMO’s self-scheduling and assignment engine to automate appointment booking.... This saved $400,000 a month in workforce management costs. Support agents spent less time on scheduling and more on real-time customer support. Customer satisfaction and positive reviews increased after using SUMO.
SUMO Scheduler for Salesforce helped a popular chain of wellness centers improve scheduling. The clinics had slow, manual processes and risked data breaches. SUMO built a custom weight loss progress ...reporting system and automated appointment scheduling. The solution let staff track key metrics and manage sensitive data securely. The CEO reports a 75% increase in scheduling efficiency and expects full ROI within 12 months.
SUMO Scheduler helped a plastic surgery company fix its broken appointment system. The old way lost over $10,000 each month and caused many missed bookings. SUMO added online and email scheduling, a ...multi-calendar view, and automated data entry. Staff now use one system to manage all appointments. The company saw fewer no-shows and cancellations. SUMO made booking easier and helped the business grow.
CASE STUDY Multinational BioPharmaceutical Company
SUMO Scheduler automated the appointment booking process for a leading software solutions provider in the health and wellness industry. The company struggled with manual scheduling using Outlook and ...Excel, causing errors and wasted time. SUMO integrated with Salesforce, migrated data, and enabled self-scheduling by phone, email, or conference. Trainers and customers received reminders, and a multi-calendar improved visibility. The solution reduced trainer idle time, improved data security, and made scheduling easier for everyone.
SUMO Scheduler helped Laser Treatment Center fix its unreliable appointment system. The clinic needed a tool for multi-location scheduling, automated follow-ups, and strong reporting. SUMO built a Sa...lesforce-native platform with a multi-location calendar and 24/7 reliability. After switching, the clinic cut appointment scheduling times by 50%. Staff now confirm appointments faster and access client history easily. The new system supports growth across 10+ locations.
SUMO Scheduler helped Umbo, a speech pathology and occupational therapy provider, solve manual scheduling problems. Before SUMO, Umbo spent hours on research and manual appointment booking, which red...uced profits. SUMO’s Assignment Engine and Calendar API automated provider matching and appointment management. This cut scheduling time by 90%, saving 7 hours per week for practice managers. The saved time and money let Umbo invest more in community healthcare programs.
SUMO Scheduler helped WebMD, a health engagement provider, automate appointment scheduling. WebMD needed to improve patient engagement and reduce manual work. SUMO Scheduler offered customizable sche...duling, smart matching, and automated reminders. The solution let patients book appointments online, cut manual scheduling by at least 25%, and reduced no-shows. Staff efficiency improved, and customer satisfaction increased, leading to more referrals and a high return on investment.
SUMO Scheduler helped Cybersecurity Giant improve customer support scheduling. The company faced delays and errors from manual appointment management. SUMO integrated with Salesforce, giving real-tim...e staff availability and error-free scheduling. Customers could self-schedule anytime from any device. The support team used SUMO’s Analytics Builder to track trends and staff use. The company now responds faster and plans to keep using SUMO for better communication.
Professional Training & Coaching Case Studies and Success Stories with SUMO Scheduler Platform
CASE STUDY Immigration Law Firm
SUMO Scheduler helped an Immigration Law Firm manage over 7,500 cases per year. The firm faced problems with manual scheduling, double bookings, and missed deadlines. SUMO Scheduler provided tools li...ke Multi-Calendar, Assignment Engine, Online Appointment Scheduler, and Reminder Engine. These tools improved calendar management, balanced attorney workloads, and reduced errors. As a result, the firm kept over 1,700 families together, halted over 450 deportations, and issued over 1,250 greencards. The client praised SUMO Scheduler for its reliability and strong customer support.
SUMO for Salesforce helped a leading coaching firm that trains real estate professionals. Their old scheduling tool caused billing to double in 3 months and made scaling hard. SUMO let them create un...limited self-scheduling sites with no extra fees. The team found SUMO easy to use and quick to set up. They now spend almost 50% less time scheduling appointments. SUMO’s drag and drop feature and one-page bookmarking made their work faster and simpler.
SUMO Scheduler helped a top graduate school solve scheduling and communication problems. The school needed a way to connect over 14,000 educators with students across 2,800 schools. SUMO Scheduler au...tomated class and meeting scheduling, reducing manual work and appointment conflicts. Faculty and students now use custom workflows, calendar integration, and automated reminders. The platform improved productivity, reduced missed meetings, and made it easy to track appointments and classroom availability.
SUMO Scheduler helped the University of Kentucky simplify student scheduling. The university faced problems with outdated manual systems and multiple platforms, causing frustration for students and c...oaches. By implementing SUMO’s Salesforce-native scheduling software, they integrated appointment booking, email confirmations, and reminders into one platform. This eliminated manual data entry and reduced errors. Advisors and admins now spend less time on tedious tasks and more time helping students. The new system made scheduling faster and easier for everyone.
SUMO Scheduler helped Columbia University move to online class scheduling during the COVID-19 pandemic. The university needed a Salesforce-native tool to let students book classes and give coordinato...rs real-time access. SUMO automated scheduling, reduced manual work, and improved reporting. The platform increased online appointments by over 70%. Staff saved time, and student engagement improved. SUMO Scheduler made scheduling easier for over 20 teams at the university.
SUMO Scheduler helped a top U.S. public research university modernize its appointment scheduling. The university needed to move away from manual processes and legacy systems. SUMO integrated with Sal...esforce and Pardot to automate appointment reminders, email notifications, and event scheduling. The new system reduced no-shows by 20% across all departments. Faculty, staff, and students now book appointments faster and spend less time on scheduling.
SUMO Scheduler helped PlayOn! Sports automate equipment installation scheduling for high school sports events. The company replaced manual scheduling tools with SUMO's education scheduling software. ...This change eliminated manual errors and reduced installation delays. Customers now self-schedule through automated email links integrated with Salesforce. PlayOn! Sports improved client engagement and streamlined their supply chain. The new system also made it easier for contractors to update availability and for schools to connect with installers.
SUMO Scheduler helped an Entrepreneurial Institute manage a high volume of appointment requests. Staff were overwhelmed by manual scheduling and frequent double bookings. SUMO Scheduler, built on Sal...esforce, automated appointment booking and matched entrepreneurs with the right representatives. The platform eliminated overlapping schedules and missed meetings. Staff saved significant time and improved service for entrepreneurs.
SUMO Scheduler helped a Canadian real estate firm improve online appointment scheduling. The firm faced problems with outdated software, missed appointments, and lack of automation during the COVID-1...9 pandemic. SUMO Scheduler automated scheduling, reduced errors, and let clients self-schedule from any device. The new system closed deals faster and eliminated double-booking. The firm saw better customer satisfaction and more efficient operations.
CASE STUDY Top-Rated Canadian Real Estate Agency (Ontario, Canada)
SUMO Scheduler helped a top-rated real estate agency in Ontario, Canada, solve scheduling and appointment challenges. The agency struggled to manage showings, coordinate with service providers, and m...ap Salesforce contacts to appointments. SUMO Scheduler automated appointment booking, matched buyers with agents, and sent email invites to reduce no-shows. The platform enabled virtual showings and let the team customize emails and branding. The agency improved efficiency and plans to expand SUMO’s use for more sales and better customer engagement.
SUMO for Salesforce helped a leading healthcare insurance provider with over 2.9 million members improve online scheduling. The company needed a branded, automated system to capture contact details a...nd manage appointments. SUMO delivered a Salesforce-native scheduler with custom fields, branded pages, and automated reminders. The solution made it easy to classify contacts, track referral sources, and optimize staff availability. The provider now offers a better scheduling experience for customers and prospects.
SUMO Scheduler helped a Fortune 500 insurance company fix its broken appointment system. The company faced many no-shows and lost data, hurting customer support. SUMO integrated with Salesforce, adde...d secure data protection, and automated scheduling. The Assignment Engine matched staff to clients by expertise. The Reminder Engine sent automated reminders. Now, 13,000+ employees can self-schedule, 8,000 agents are matched by skills, and 400 locations have optimized appointments. The company saw up to 50% more appointments for agents.
SUMO Scheduler helped AIG, a global insurance company, solve problems with manual appointment scheduling. AIG needed to improve customer experience, staff productivity, and data security. SUMO Schedu...ler automated the scheduling process and gave consultants a 360-degree view of appointments. The solution made it easy to send personalized invites and manage calendars. As a result, AIG increased sales and consultant productivity, and most teams quickly adopted the tool.
SUMO for Salesforce helped a city government agency improve its appointment scheduling for over 350,000 members. The agency struggled with a manual, error-prone process that wasted staff time. SUMO p...rovided a secure, flexible scheduling system integrated with Salesforce. Members can now easily book and manage appointments online. Staff gained better reporting and more time to help members. The agency now delivers services more efficiently and with greater transparency.
SUMO Scheduler helped a SaaS company upgrade its customer service process. The company struggled with long wait times and manual appointment scheduling using Outlook, Excel, and email. SUMO implement...ed a Multi-Calendar, case management features, and a reminder engine. The new system unified appointment views and automated reminders. The support team saw reduced wait times and after call work, and customer satisfaction improved. The company now manages more appointments and provides better service to over 100 clients worldwide.
SUMO Scheduler helped Medtronic, a global medical technology company, solve problems with outdated and manual appointment scheduling. Medtronic used SUMO’s Event and Class Scheduler to automate event... registrations and manage thousands of annual events. The solution eliminated double bookings, reduced errors, and improved patient self-scheduling. After implementing SUMO, Medtronic saw a 15% increase in first-time appointments and higher patient satisfaction. The automation also saved time and money for the company.
SUMO for Salesforce helped a Fortune 500 pharma company fix its broken client onboarding process. The company faced lost clients and wasted time due to manual scheduling and poor communication. SUMO'...s solution let vendors self-schedule appointments, automated reminders, and matched vendors with the right onboarding experts. The company saw a 45% increase in call center agent usage, over 200 appointments processed per month, and a 27% reduction in no-shows. Data security improved with bank-grade protection inside Salesforce.
CASE STUDY A multinational research-based biopharmaceutical company
SUMO for Salesforce helped a multinational biopharmaceutical company fix its broken scheduling process. Nurses were using phone calls and Excel, causing errors and risking patient health. SUMO replac...ed this with a secure, HIPAA-compliant scheduling platform. Patients could self-schedule, and nurses used an automated multi-calendar. The new system reduced manual errors, improved nurse productivity, and protected sensitive data. SUMO’s solution let the company focus on delivering better healthcare.
SUMO Scheduler helped a Fortune 100 cloud vendor automate its appointment scheduling. The company faced problems with manual scheduling and missed calls. SUMO enabled self-scheduling, Outlook integra...tion, and automated invitations. The new system reduced time spent scheduling meetings by up to 25%. Customer and employee satisfaction improved, and the company gained better analytics and transparency into meeting activity.
