Guided CX Resources

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.

Ebook

Salesforce retail industry insider

See how we tackle challenges in the retail industry. From big-picture problems to the specific needs of a customer experience SVP, Glance has it covered.

White Paper

The turning point for digital lending

A review of visual engagement functionality that enables loan officers and service reps to join the borrower in the digital lending app to help the borrower get un-stuck, deliver strategic advice about loan products, guide navigation, shepherd transactions through to completion, and add humanity to the digital engagement

Ebook

How top banks are driving customer loyalty by personalizing digital banking experiences

Download the eBook to learn how banks are using Guided CX to empower in-branch tellers and banking teams to reduce handling time and improve first call resolution.

Ebook

Digital insurance depends on human interaction to drive loyalty

Download the eBook to learn how top insurers are utilizing Guided CX to improve customer retention and the agent experience, while also increasing lifetime customer value.

Case Study

Glance Makes Customer Consultations Less Taxing for Intuit

Glance empowers Intuit tax experts to deliver in-app guidance to TurboTax® customers.

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.

Case Study

Large bank delights customers by bringing the human touch to their digital experience

Glance Cobrowse helps banking customers complete online transactions including opening accounts, depositing checks, and more.

Ebook

Navigating the new normal in investment management, presented by Financial Planning Magazine

Ebook

Best practices in CX measurement

Download the infographic to learn: Why to improve your digital customer experience, How companies are measuring CX, How to improve customer experience with Guided CX, Results across the customer lifecycle with Glance Guided CX

Infographic

Best practices in CX measurement

Download the infographic to learn why to improve your digital customer experience, how companies are measuring CX, how to improve customer experience with Guided CX, results across the customer lifecycle with Glance Guided CX

White Paper

Do or die digital banking

A review of functionality you can add to your app or website that enables bankers and service reps to deliver a premium human-to-human CX during the digital engagement

Webinar

MINDBODY lifted customer satisfaction & product adoption with Glance.

By implementing Glance, the company achieved measurable savings through reduced average handle time and customer churn. On top of cost savings, MINDBODY has created stronger relationships with its customers, helping owners of health and wellness companies operate more efficiently.

Ebook

Guided CX in mobile apps

In this eBook, read about the innovative ways companies use Guided CX to deliver standout mobile experiences

Ebook

Does your CX have a human connection gap?

Learn how human connection drives faster resolutions, sales, and customer satisfaction

Infographic

10 powerhouse CX stats

Download the infographic to learn the 10 customer service stats you need to know