Implementing a new tool in your organization can be time-consuming. Glances was started as a way to help teams decrease the burden of multiple workplace apps; setting it up and getting your team on board should be easy too. Use this guide to help implement Glances in your organization.
Note: This guide is geared to the admin of a team who will oversee and manage the Glances team account.
Your data is always secure. Only the minimally required information to connect to your applications is encrypted and stored. Glances can be used in our browser extension or in certain workplace apps, like monday.com.
From glances.com, you can install the browser extension and create your Glances account. As the owner of the account, you can manage connected apps, set team preferences, and control your Glances subscription. Glances works best when you connect all your workplace apps. Connect your CRM, your customer service ticketing platform, or even legacy business applications.
Step 2: Prepare Your Team
Before sending your team an invitation, let them know what Glances is and how it will be used in your team. Here's an example email of what one manager might send to their support team:
Hi Team! In the upcoming days we'll be rolling out Glances, a new tool that will help us better see customer data. As you know, we struggle with being able to see QuickBooks and SugarCRM data from Zendesk. With Glances, each Zendesk agent will now have a browser extension that allows them to quickly see data from these apps without navigating away from Zendesk. This tool will also allow Zendesk agents to create and re-send QuickBooks invoices when they're on a call with a customer (and reduce that dreaded awkward call silence.)
You will soon see an invitation to create a Glances account, which you'll use to sign into Glances after installing the Glances browser extension. Although the tool is simple to use, you can watch how it works with a quick browser extension tour. If you have any trouble accepting the invitation or you're not sure how to use the tool, feel free to let me know or you can contact Glances Support directly at firstname.lastname@example.org.
Step 3: Invite Your Team
Having convenient and easy access to customer data across your workplace apps empowers your team. Invite your team so they can get started on Glances. Once invited your team will: