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Salesforce

Add Glance to Salesforce

Get the highest-rated cobrowse solution in the Salesforce AppExchange. Salesforce users build deeper trust with their customers, solve their problems faster, train them more effectively, support their transactions more easily, and advise and counsel them more personally by adding the power of human connections to their digital customer journeys. 
Salesforce Integration
WHY ADD GLANCE?

Unlock the power of Guided CX in Salesforce

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Frictionless Customer Engagement

Glance 1-click connect lets representatives launch a Glance session with one mouse-click from Service Cloud, Sales Cloud, Experience Cloud, Live Agent Chat, or any Salesforce object with our Lighting Component. With Glance, your customers never need to download, install, log in, or share personal information to experience elegant, frictionless human-to-human customer engagement in digital spaces.

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See, Understand, and Guide

Representatives can see the browser or app screen of the customer to instantly meet the customer where they are in their journey. They can highlight on-screen content, guide customer navigation, assist with online processes, and securely share documents during support, onboarding, or training interactions.

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Advise, Sell, Transact

Personalize the customer journey for human-guided selling, expert advice, and high-value transactions. Customer-facing employees, brand ambassadors, or third-party providers can instantly cobrowse on a webpage or mobile app, show their screen to the customer, and even engage over video - perfect for delivering in-the-moment sales presentations, demos, or virtual advisory sessions.

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Humanize Digital Engagement

A friendly face can make a huge difference when interacting with customers. Representatives can turn on video during a Glance session, invite customers to turn on their video (if they wish), or even bring multiple people into the Glance session as needed. Build trust, diffuse tension, and improve customer satisfaction scores with Glance Video.

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Measure the Impact

Prove the ROI of humanizing digital customer experiences with Guided CX. Glance automatically records metadata for every Glance session launched from Salesforce and associates the session records with the Salesforce object. Glance session data can be used in any KPI dashboard or report with Salesforce or exported to external BI and reporting tools. This metadata helps you see how Glance improves case resolution, customer satisfaction, employee satisfaction, revenue, and more.

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Maintain Security and Compliance

Enterprises trust Glance to meet security and privacy requirements. Our patented, proven technology prevents sensitive data from leaving the customers’ browser or app, blocks it from representatives’ view, and prevents sharing of unapproved content. SSO and SAML functionality is included in the Glance for Salesforce package for compliance with internal IT protocols.

CASE STUDIES

Brands transforming the customer experience with Guided CX

Explore how today’s top companies are leveraging the power of human connection to deliver standout customer experiences in their digital spaces.

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Case Study

Truckstop.com delivers premium customer care with Glance

Glance removed friction from Truckstop.com’s agent and customer interactions, resulting in shorter service calls, better user training, and happier customers.

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Case Study

ConstructConnect used Glance to build a sales process with a better pipeline.

By tightening up their sales process to emphasize demos, ConstructConnect saw shorter sales cycles and higher lead conversion.

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Case Study

MINDBODY lifted customer satisfaction & product adoption with Glance.

Glance helped MINDBODY knock down barriers to communication between agents and customers.

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Questions about integrating Glance?

Our team of experts is here to walk you through any questions.