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Jessica Biondo
(Glances How-tos)

While Glances is designed to be simple and seamless for users, there’s a lot of behind-the-scenes brainpower that went in to developing this software and its trailblazing abilities. In this article, we’ve broken down the basics of what Glances is, the process of connecting apps, and how this solution works to make your work life easier.

What is this new software called Glances?

Glances unifies your multiple applications and delivers a simplified customer view. It’s like an Integration Platform as a Service (iPaaS), but without being time consuming, expensive, or untrustworthy.

As a user, you can quickly see data from all of your connected apps in one convenient place, right from the webpage you are viewing. Say farewell to your tab-switching and time-wasting days searching for crucial customer information. In one click, Glances presents your current customer data in the exact moment you need it.

Customer data when you need it

Now let’s dive into the details. Developed using the latest no-code technology, Glances is a software application that works with browsers like Chrome, Firefox, Microsoft Edge, and Brave, enabling you to efficiently see related data across various web-based platforms.

Once you install the Glances browser extension, accessing your data is incredibly simple and secure. When signed in, Glancey – the helpful persona of Glances – will “stamp” email addresses that display on the webpage you are viewing with this icon: Glancey icon. To see data associated with that email, simply click the stamp.

Alternatively, you can click on the embedded Glances widget in the corner of the page to see relevant data. This allows you to quickly gain a holistic picture of the customer, client, or record you are currently viewing. Watch how it works in the animation below.

Holistic picture of your customer with Glances

What exactly is a glance?

A glance is a group of data related to your contact’s email address that is securely pulled from your connected apps and appears on the webpage you are viewing.

This combination of relevant data is displayed in a single view for your convenience and it is based on the data from the online app or platform you are currently using. It gets populated by clicking on 1) any email address that Glances has stamped, or 2) the Glances widget embedded within your browser.

As a simple example, let’s say you work in Salesforce as your CRM and you need to view a customer’s recent support ticket created in the outside platform, Zendesk. As long as you have connected your Salesforce and Zendesk apps within Glances, you can easily see the Zendesk ticket information while working inside Salesforce. Or, you can move to your Zendesk platform and view the customer’s related Salesforce data – all in one simplified customer view.

Glance view of Zendesk Tickets

While that scenario only focuses on two connected apps, the reality is that professionals will likely connect dozens of everyday apps to save the maximum amount of time using Glances. The potential is unlimited for you and your teammates to keep working in your system of choice instead of tab hopping and losing focus in order to locate the data you need.

As you continue through your workday, Glances is always there and ready to help show you important related details in real time. It’s as easy as connecting your apps and choosing the fields you need to view.

How do you access your glance?

The first steps are to sign up on glances.com and connect your favorite apps in your Glances account. You will also need to install the extension on your favorite browser. Follow the quick, helpful instructions in our support article below.

How to Connect an App in Glances

After connecting your apps, Glances will immediately provide a default glance based on the app you connect and the most commonly desired data. You can edit your glance at any time, removing or adding fields to customize it to your workday needs. It is also sharable with your team members, so they can view the same related data from their own Glances browser extension and widget. Use the support article below as your guide for editing a glance.

How to Edit a Glance

Ultimately, how you use Glances is entirely up to you

The more apps you connect, the more data you can see in one handy-to-use spot. Imagine the hours of time and frustration you will save by viewing your data super efficiently within a glance.

Ready for the single customer view you’ve been missing?

Schedule a demo to see the awesome benefits of Glances in action or ask our team questions.

If you need to connect a specific app with Glances that is not currently available on glances.com, please send your app requests to hello@glances.com.

Find more step-by-step articles with the latest information, visit our support site.

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