Implementing a new tool in your organization can be time consuming and overwhelming. 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.
Review FAQs Relevant to Your Process
Glances is a tool that lets you work in your favorite apps while empowering you with the information you need from other workplace apps. Your data is always secure. Only the minimally required information to connect to your applications is encrypted and stored. Glances can be used at glances.com, with a browser extension, within workplace apps like Slack, or with a desktop app.
Step 1: Connect Your Apps
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: Customize Your Glances
To ensure you and your team have the information you need, customize the fields that appear from each app.
Step 3: Install Glances
You and your team have the flexibility to use Glances the way you find best: via app, browser, website, or workplace app. Determine which method works best for you and install to begin viewing your Glances.
Step 4: 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: