Visual Engagement for Salesforce Glance enables Instant, Relevant, Effortless Engagement Glance is the #1 visual engagement solution in the Salesforce AppExchange. Integrated cobrowsing, screen sharing, mobile app sharing, and agent video enable companies to see, show, and share anything online, creating a frictionless path to great experiences in sales, support, and customer service. The result is improved customer satisfaction, long-term customer loyalty, and increased revenue growth. From financial services and healthcare to retail and travel and leisure, even the most advanced technology and SaaS organizations — Glance transforms the customer experience for today’s business. Drive customer/agent engagement With Glance, support and sales reps can launch collaborative sessions simply by clicking on the Glance icon appearing on any Salesforce Lead, Person account, Opportunity, Contact, Case, or even Campaign object. Analyze the data With deep integration, the solution automatically tracks and stores any session activity initiated. Thus, you can accurately analyze customer interactions in real time, instantly understanding how they impact your business. See the results We make conducting business easier with an instant, visual connection that is secure and always works. Our innovative approach has helped customers enrich their process, increasing demos delivered by 66% and raising conversion rates by 40%. “Glance integrated with Salesforce has improved our ability to resolve issues swiftly within a single call and deliver even more ‘wow’ experiences.” Partner Implementation Manager Constant Contact Comprehensive Integrates cobrowsing, screen sharing, and chatter, providing detailed data on customer/agent interactions. Glance technology lets agents effortlessly switch between services. Secure The secure, scalable infrastructure increases customer confidence. Sensitive customer data can be masked from rep's view. Analytical Automatically sends customer/agent engagement data. 4.9 Rating on AppExchange! www.glance.net
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Visual Engagement for SalesforceGlance enables Instant, Relevant, Effortless Engagement
Glance is the #1 visual engagement solution in the Salesforce AppExchange. Integrated cobrowsing, screen sharing, mobile app sharing, and agent video enable companies to see, show, and share anything online, creating a frictionless path to great experiences in sales, support, and customer service.
The result is improved customer satisfaction, long-term customer loyalty, and increased revenue growth. From financial services and healthcare to retail and travel and leisure, even the most advanced technology and SaaS organizations — Glance transforms the customer experience for today’s business.
Drive customer/agent engagementWith Glance, support and sales reps can launch collaborative sessions simply by clicking on the Glance icon appearing on any Salesforce Lead, Person account, Opportunity, Contact, Case, or even Campaign object.
Analyze the dataWith deep integration, the solution automatically tracks and stores any session activity initiated. Thus, you can accurately analyze customer interactions in real time, instantly understanding how they impact your business.
See the resultsWe make conducting business easier with an instant, visual connection that is secure and always works. Our innovative approach has helped customers enrich their process, increasing demos delivered by 66% and raising conversion rates by 40%.
“Glance integrated with Salesforce has improved our ability to resolve issues swiftly within a single call and deliver even more ‘wow’ experiences.”Partner Implementation Manager Constant Contact
Comprehensive Integrates cobrowsing, screen sharing, and chatter, providing detailed data on customer/agent interactions. Glance technology lets agents effortlessly switch between services.
SecureThe secure, scalable infrastructure increases customer confidence. Sensitive customer data can be masked from rep's view.
Salesforce Service Cloud When customers have questions about your products or services, they conduct research online, self-diagnose problems, and engage with your call center agents for clear, concise answers—all through a digital experience. With Glance cobrowsing, screen sharing, and agent video solutions, your team can see and resolve issues instantly and effortlessly, whether they reside in the cloud, on a website, or with the customer. The results are lowered attrition, improved customer satisfaction and loyalty, and delivery of the best experience. Best of all, these benefits are achieved within the service cloud.
Salesforce Sales CloudBuilt for today’s socially-fueled, mobile buyer, Glance allows sales teams to drive calls beyond one-dimensional phone conversations and text-driven chat. Propel your customers’ sales experience forward with dynamic product demonstrations, co-shopping experiences, and real-time assistance to complete transactions. Leverage visual engagement and increase conversion rates, build qualified pipeline, and close more business—all without ever leaving the sales cloud.
Salesforce Community CloudUsing Glance’s Lightning component, you can collaborate directly with resellers, distributors, partners, and customers. Visual engagement solutions empower you to guide visitors to the information they need to succeed. Share a real-time view with agencies, suppliers, vendors or any other member of your business ecosystem. Connect visually with patients, students, alumni, retail locations, job applicants, or anyone else critical to your business success—directly from the community cloud.
“ Not everyone loves doing their taxes; we know that…we have the ability to have our experts see what the customer sees and highlight areas to help direct the customer…It’s been a game-changer for Intuit.”
— Stacie Herring, Intuit’s Director of Assisted Experience
Glance Visual Engagement can be launched from within the Salesforce record. When Salesforce detects the presence of the customer on the website,
the button turns from blue to orange.
With One-Click, the agent can cobrowse with the customer, see what the customer is viewing, and quickly resolve the problem.view
Metadata for Glance Visual Engagement sessions is captured and automatically recorded.
Glance Highlights• Connect with one-click;
no downloads ever
• Interact with any content regardless of where it resides
• Deliver omni-channel support for sales and customer service
• Protect sensitive data with secure field masking and SSL connections
• Scale easily to support large websites (no proxy server)
• Add just one-line JavaScript tag to web pages to cobrowse
• Integrate with existing CRM, support, voice, and chat applications
Visually Engage Across Any Device, Any Channel, Any Department, AnytimeEngage with customers where they feel most comfortable with just one click. Glance allows you to effortlessly deliver an omni-channel experience in sales, customer service, and technical support. With no downloads or plug-ins, Glance takes technology compatibility out of the equation for a seamless isual engagement experience between agents and customers.
CUSTOMER APPLICATION BROWSER BROWSER HYBRIDAPP
NATIVEAPP
AGENT
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JoinCRM
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ChatterJoin critical demonstrations or customer service sessions in real time—directly through Chatter. Whether you’re part of a vital, revenue-generating team or managing key customer situations, you need to be connected. Glance’s integration with Chatter lets you automatically post updates each time a sales call, online shopping experience or support session begins—allowing the people you need to join in real time from any device.
DashboardsGlance auto-records which agent used which service with what customer. Using Glance’s data-driven dashboards results in a more productive team that no longer has to waste time updating activities.
Headquarters1167 Massachusetts AvenueArlington, MA 02476
About Glance NetworksGlance transforms the customer experience by enabling collaborative visual engagement. We are one of the world’s simplest, most reliable, and secure platforms that enable companies to see, show, and share anything online, creating a frictionless path to great online experiences. Thousands of organizations, from financial services and healthcare to retail, advanced technology and SaaS companies, depend on Glance to bring a personalized experience to their customer service, sales, and support interactions. Glance boosts customer satisfaction and loyalty, increases revenue growth, and cuts operational costs.
A Frictionless Path to Great Sales, Support, and Service ExperiencesInstantly connect with customers through a real-time, interactive view of content—as though you are in a room together. Glance makes conversations relevant and effortless, promotes positive customer experiences, and builds customer loyalty.
EASY. Agents and visitors collaborate naturally while controlling what content is shared.CLEAR. Annotated guidance lets agents circle, highlight, and emphasize points to show where thingsare located and how to use options.
UNIVERSAL. Agents can see the customer’s browser view from any device, with no lag time.
CLOUD-BASED. No proxies or on-site installs required.
WEIGHTLESS. Users never need to download software, apps, or install Java or WebRTC. It’s a global solution with local session services.
WAIT-LESS. One click instantly launches a new cobrowse session.
SECURE. Sessions are encrypted and agents have role-based permissions, taking advantage of SAML/SSO integrations.
SAFE. Permission-based agent access protects privacy. Masked fields never leave the visitor’s browser or touch the Glance service. Glance never touches or needs to be aware of secure cookie content on the visitor’s side.
EFFICIENT. A changes-only data exchange approach keeps the data rate low, particularly beneficial for mobile devices.
Challenging calls would
1 minute shorterYou would save on average
$0.67 per callIncreases call center productivity equivalent to adding
