Case Study

Robertson Cuts Manual Admin Activities and Expenses with SUMO

Robertson Cuts Manual Admin Activities and Expenses with SUMO

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Robertson Coaching International provides coaching and training to real estate professionals with one-hour business coaching sessions being one of their key products. The company chose ScheduleOnce to manage appointments for their sales and coaching teams. However, within the first year, they found it was not fulfilling their needs. The business was being negatively affected by the app's restrictions on creating self-scheduling sites, ability to quickly book sessions and the extra connector license fees needed to get the app to work with Salesforce®. They saw a doubling of billing increases within a 3-month timeframe. The app was not allowing the business to scale without an extra investment of time and money. CHALLENGE SOLUTION Requiring a more robust tool with user-friendly self-schedul

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