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Guided CX Essentials

Learn how leading customer-centric organizations grow with Guided CX.

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Blog Posts

Where does AI fit in the CX puzzle?

Brands are constantly seeking the magic formula that will propel them to the forefront of customer satisfaction and loyalty. Artificial Intelligence (AI) has emerged as a powerful tool in this quest. Deloitte research finds that nearly 80% of customer service leaders plan to invest in more AI capabilities over the next two years. AI-powered chatbots, virtual assistants, and predictive analytics have become the norm rather than the exception. But is AI really the answer? Yes and no. AI is just one piece of the CX puzzle, and it’s important as we adopt AI in our CX strategies that we treat it as a component, not a cure-all.
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What we’re thankful for: learning from CX visionaries and market insights

At Glance, we believe that continuous learning and collaboration are essential elements of growth and innovation. As we reflect on the past year, we can't help but express our gratitude for the valuable insights we've gained from discussions with CX industry leaders and the recognition we've received in market studies. In this blog post, we want to share some of the highlights from these experiences.
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Balancing automation, digital, and human guidance in CX strategy

Over 70% of senior executives, as reported by McKinsey, see CX as their top priority, driven by its tangible benefits. Wondering which strategies can truly transform your CX? That’s what Adam Atwood, Glance CMO, and David Singer, Global Vice President, Go-To-Market Strategy, Verint, answered in their recent Destination CRM presentation: Reimagining Customer Experience: Structure Follows Strategy.
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Transforming CX: the 4 pillars every business needs

When it comes to delivering exceptional customer experiences (CX), there are four fundamental pillars that businesses should focus on: Team, Tools, Process, and Feedback. Tom Martin, CEO of Glance, recently shed light on these crucial pillars and offered valuable insights on how organizations can leverage them for success on the CXChronicles podcast, hosted by Adrian Brady Cesana. Keep reading for highlights from the discussion, or listen to the full episode now.
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Global Banking Consumer Study finds banks need human connection

Accenture's recent Global Banking Consumer Study has shed light on some critical findings that highlight the need for banks to rekindle the human touch. With data gathered from a comprehensive online survey of 49,000 consumers worldwide, this study offers invaluable insights into the shifting dynamics of the banking industry. Here are some key takeaways from the report.
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Level up your CX in 2023: Metrics for ROI success

About this talk Level up your CX measurement in 2023. As the pressure to prove the ROI of your CX strategy intensifies, it’s more important than ever to be confident that your programs are set up to deliver. Join guest speaker Maxie Schmidt-Subramanian, VP, Principal Analyst at Forrester, for this webinar to help you and your team look at customer journey mapping with fresh eyes. You’ll leave with practical, actionable steps to recast your CX metrics and KPIs - so that you can head into 2023 set up for ROI success.
Maxie Schmidt-Subramanian
Webinar Speakers
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Why customer journey mapping matters more than ever

About this talk Q&A with Sumita Mullick, Vice President of Customer Service and Operations Analytics at Wellmark Blue Cross and Blue Shield
Sumita Mullick
Webinar Speakers
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How to lead contact centers with empathy for transformational CX

About this talk Digital transformation is no longer negotiable in contact centers. Outdated systems can negatively affect agent culture and productivity, ultimately impacting customer experience. Companies who manage to understand and reflect the customer’s voice in their CX strategy and build a business case for investing in the latest technology will see revenue growth. In this Q&A webinar, Ollie’s Director of CX, Ben Devey, will share his extensive experience in the contact center world, from inbound customer service all the way up to management. He will share strategies that he has deployed to embrace the latest contact center technologies and enhance the customer experience such as: Developing processes to listen to the voice of the customer, with a focus on direct-to-consumer models. Creating customer journey maps to identify areas of friction for the customer. Leading with a culture of empathy in the contact center. Register today!
Ben Davey
Webinar Speakers
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Case Studies

Constant Contact leverages Glance to transform the service center into a revenue center

How Constant Contact uses Glance Constant Contact, a SaaS-based email marketing solution company, has always placed a high value on customer care. They recognize that happy and successful customers are loyal customers, and that each touch point provides an opportunity to deepen the customer relationship. Constant Contact has used Glance since 2005. Customer support agents can launch a sharing session with one click, view the customer’s screen, instantly understand the problem, and guide them to a speedy solution. Glance sessions are proven to drive measurably higher First Call Resolution (FCR) and higher Customer Satisfaction (CSAT) scores. In 2016, Constant Contact began an initiative to take advantage of these high CSAT moments. They realized that customer support calls with a positive outcome — and the resultant spike in CSAT — represented a perfect opportunity to cross-sell and up-sell related products and services to happy customers. Agent KPIs now include recommending up-sell options, acceptance rate, and revenue contribution. A multi-pronged approach To breathe life into this initiative, Constant Contact embarked on a comprehensive strategy that incorporated in-depth training combined with innovative technology. The company’s service agents were taught to identify which customer interactions were, indeed, sales opportunities and, of those, which were appropriate for up-selling products and consulting services. Along with its focus on training and data analytics, Constant Contact understood it needed to implement robust technology that would enable its agents to elevate the level of personal service they could deliver. Delivering exceptional service leads to the “high-CSAT moments” to which Kenny refers. These are perfect moments for up-selling. The company consulted its long-time partner and industry leader in visual engagement solutions, Massachusetts-based Glance Networks. The idea was to understand how Glance can help Constant Contact leverage its co-browse and screen share capabilities — which have demonstrably increased its CSAT scores — to convert customer touch points into revenue opportunities.
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Glance yields higher returns for CSAT and digital transactions at Axos Bank

How Axos Bank uses Glance With Glance, Axos bankers can see exactly what an account holder sees on their screen as they navigate the online banking app. Agents can guide customers through a number of transactions, including bill payments, fund transfers, and the completion of applications for bank products like mortgages and personal loans. Glance collaboration sessions can be launched easily by the banker, and Glance requires no download from the customer. It is a frictionless experience for the banker and the customer that works with any computer or mobile web browser the customer might be using. Glance is engineered to comply with the strictest security and privacy standards of financial services companies. Sensitive personal information in the customer’s online banking account can be masked from the view of the banker. Glance encrypts all transmitted data and employs enterprise-class SSO. How did we do it? “Human interaction, especially when it’s related to finance, is an inherently emotional and sensitive topic,” said Jonathan Crane, senior vice president of Axos’ Centers of Excellence. “Our goal is to meet our clients in the way they best prefer to interact. Sometimes they do need that higher touch connection.” The technology, provided by Glance, is a Javascript tag that’s coded into the online banking portal that lets customer service agents see exactly what an account holder sees on their screen as they peruse the bank’s website. Its bankers can “co-browse” with customers and guide them through a number of transactions. Once screen sharing is enabled, the banker can use their cursor to direct customers where they need to click in their account to initiate a transaction, find information, or enter sensitive information. On their end, the banker never sees any sensitive financial details that a customer enters into a specified field. Before a connection is made, the lender will alert the customer about exactly what the banker has access to and can view in the account. For further assurance, the banker can initiate a one-way video feed that shows the customer they’re being attended to in real time. Unlike IT remote access, however, Axos’ representatives do not have the ability to initiate or complete any transactions on behalf of the customer.
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MINDBODY lifted customer satisfaction & product adoption with Glance.

MINDBODY is the world's leading wellness services online marketing place and software platform
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Glance Makes Customer Consultations Less Taxing for Intuit

Anyone who has ever filed a tax return on their own can sympathize with being stuck and confused. But taxpayers who use TurboTax® from Intuit experience a level of hands-on collaboration that can change everything. The tax preparation software market is crowded with low-cost and free competitors. Intuit is determined to win and keep customers based on premium service and customer confidence that Intuit is helping them to receive the maximum allowable tax refund.
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Making the Case for Guided CX

Transform customer service from a cost center to a revenue generating engine. Technological advancements like AI have undoubtedly propelled companies forward, offering innovative ways to connect with customers and streamline operations.
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Navigating the new normal in investment management presented by Financial Planning

This eBook includes:
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Personal meets digital: Guided experiences for SaaS

Download this eBook to learn:
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Does your CX have a human connection gap?

We’re living in an age of hyper-normalized digital convenience. Customers expect every online interaction to involve a frictionless, self-service, end-to-end journey – all taken from the comfort of their couches.
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Guided CX in mobile apps: Best practices with Glance

Can you name one communications channel that’s seldom, if ever, out of arm’s reach? Used 3.5 – 5.5 hours per day? Preferred by nearly 2/3 of us to engage with websites?
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10 powerhouse customer service stats every CX leader needs to know

We’ve compiled 10 relevant (and surprising!) stats that illustrate today’s evolving customer service landscape. These statistics will help you better understand your dynamic role – and make informed decisions that delight customers and ignite growth. Download the infographic to learn the 10 customer service stats you need to know.
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Our Customers

What our customers are saying

Salespeople and demo technicians love Glance because it is simple, easy, fast, and reliable. Sales leadership loves Glance because of the automatic KPI capture in the CRM and the ability to inspect the sales process. Everyone loves the results: close business faster, for more revenue.
Trustbar Logos-Jun-07-2023-06-29-28-6029-PM

"We have the ability to have our experts see what the customer sees and highlight areas to help direct the customer. Our one-way video lets the customer connect the TurboTax expert they are speaking with. It’s been a game changer for Intuit."


Stacie Herring

Director of Assisted Experience at Intuit

axos logo blue

"We’re able to jump right into whatever issue the customer may be facing and provide real-time guidance as opposed to trying to make them describe what they see on the screen."


Jonathan Crane

Senior VP, Centers of Excellence for Axos Bank


"Enabling lenders to see what the customer is seeing in the digital environment and offer guidance and personalized service as needed through Glance cobrowsing is incredibly valuable."


Amy Brandt

President and CEO of Docutech

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