SUMO Scheduler Pros and Cons

There are so many things I love about SUMO! To begin with, the people are simply the best. Supportive and there when you need them. They've had our back when it counts. Every time, they've gone the extra mile. The product itself is quite robust and configurable. Out of the box, it does the vast majority of things we need to do for Recruiting, Graduate Advising and Graduate Admissions. We have very, very specific logic for Undergraduate Advising scheduling (crazy complex). SUMO helped us with developing and plugging-in this logic. It handles roughly 2,000 Undergraduate students attempting to schedule on exactly the same day. So... Easy to use, easy to configure and very very capable with crazy nice people who have your back. Review collected by and hosted on G2.com.

Our people are addicted to Outlook. We schedule lots and lots of appointments all at once the first part of each semester. This means that the native sync capability of SalesForce is insufficient to meet that demand. Salesforce for Outlook only syncs about every 5 minutes (or more depending on circumstances). Short of pushing the Sync button every time you schedule, there is no way to get SalesForce's native sync capability to sync at more frequent intervals. This opens the door double-booking.

This is NOT a SUMO issue. We solved this by also installing Riva which allows us to sync appointments every minute. Perhaps SalesForce's Lightening Sync will someday provide more capability. For now, the combination of SUMO and Riva is working wonderfully. Review collected by and hosted on G2.com.

For my company it was the seamless integration into Salesforce. Review collected by and hosted on G2.com.

Had to make configuration changes after implementation Review collected by and hosted on G2.com.

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation! Review collected by and hosted on G2.com.

Viewing multiple user calendars at once is a little clunky

Does not directly sync with outlook perfectly Review collected by and hosted on G2.com.