Glances enables you to see customer data and take action from across apps without navigating away from your preferred workspace. It empowers you to work more efficiently by pulling all the context you need right where you need it.
Here are a few examples of Glances at work:
Role: Customer Support
Jane is a member of her customer support team and spends almost her entire workday in Zendesk, a customer support ticketing platform. While chatting with a customer, she realizes she needs the customer's license key information. Without needing to turn her attention away from the customer's chat, she simply clicks Glancey’s stamp to display relevant license key information from her CRM.
Role: Sales Representative
Fred is a sales representative. While talking with a new customer on the phone and making notes in his CRM, he needs to quickly see if the customer's initial payment was received. Without creating unnecessary tabs, Fred uses quick keys to pull up customer data within her app to view recent payments for the customer on Stripe. If needed, Fred can also create new Stripe payments or refund a customer with Actions.
Joan is a recruiter. She received a direct email from a prospective employee. Her company uses Constant Contact to reach out to their talented hiring network. Without needing to click away and search for their records, she quickly searches within the Glances widget to see campaigns the prospective employee has received. She now feels confident and can reach out with the right context in mind.
Role: Marketing Manager
Eduardo is a marketing manager in a small SaaS company. He regularly interacts with customers directly and recently received a message on Intercom from a customer seeking more information on the emailed promotion she received. Eduardo can use Glances to view the promotion the customer received and send along an estimate from QuickBooks all from within Glances.
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