SUMO Scheduler | Online Appointment, Event, & Class Scheduling
Omnito is a Salesforce-native customer engagement platform that helps organizations increase engagement, automate workflows, and reduce scheduling complexity. Built for Healthcare, Education, Financial Services, Government, High Tech, and more. Scheduling & Routing ✔ Meeting Booker — intelligent scheduling and routing ✔ Field Sales Scheduler with travel time automation ✔ Event and course scheduling with recurring sessions and reminders ✔ Smart Assignment — skill, location, round-robin, and priority routing ✔ Group and multi-attendee scheduling ✔ Buffer time, booking limits, and availability rules AI Meeting Assistants ✔ AI Notetaker — automatic capture, summaries, and action items ✔ Agentforce Meeting Booker — scheduling for any Agentforce agent ✔ Agentforce Pre-Call Planner — CRM-powered prep briefs ✔ Agentforce Follow-Up Assistant — auto-drafts follow-ups and updates records Engagement & Notifications ✔ SMS and email reminders and Chatter notifications ✔ Calendar sync with Outlook, Office 365, and Google Calendar ✔ Web conferencing with Zoom, Google Meet, Teams, and more Enterprise Ready ✔ Native across all Salesforce Clouds, Communities, and Experience Cloud
Top keywords
- scheduling6×4.20%
- agentforce4×2.80%
- engagement3×2.10%
- meeting3×2.10%
- routing3×2.10%
- ai2×1.40%
- booker2×1.40%
- calendar2×1.40%
- google2×1.40%
- meeting booker2×1.40%
- notifications2×1.40%
- reminders2×1.40%
Neon Fundraise
As an official Salesforce ISV Partner, we've built our integration so that actions taken on your online fundraising website(s) will immediately create records within Salesforce. For example, when a supporter registers to fundraise, a Salesforce Contact record will be created and that Contact can be assigned to a Salesforce Campaign, based on your settings. When a general donation to your nonprofit occurs, the Neon Fundraise app will also create a Contact for the donor as well as an associated Salesforce Opportunity for the donation amount. For peer-to-peer fundraising donations, the app will create a Contact and Opportunity, with a "hard credit" recorded for the donor and a "soft credit" recorded for the related fundraiser and/or fundraising team that was connected with the donation. Again, all of these donation records can be assigned to whatever Campaign the nonprofit sets. In all these cases, before creating a record, the system searches for a match in Salesforce. Also, when Neon Fundraise finds or creates a record in Salesforce, the Neon Fundraise ID is stored on that Salesforce record in order to sync all future transactions.
Top keywords
- salesforce8×4.35%
- contact4×2.17%
- donation4×2.17%
- fundraise4×2.17%
- record4×2.17%
- fundraising3×1.63%
- neon3×1.63%
- neon fundraise3×1.63%
