How Glances Solves the Duplicate Software Dilemma
Duplicate software: not everyone wants to talk about it, but it's an annoying reality for many companies dealing with acquisitions and mergers, departmental preferences, leadership changes, or any other practical reason.
Whether it is two CRMs, separate accounting systems, or any redundant platforms, the results are the same: siloed data, frustrated teams, data entry errors, and even lost sales opportunities. Today we'll cover three examples of how the duplicate software dilemma can happen and why Glances offers the least path of resistance to easily move forward while keeping all teams involved happy.
Challenge: When two CRMs collide after acquisition
In this scenario, Tech Company A acquired Tech Company B and inherited much more than new teammates and a robust customer list; it gained a second CRM. Company A was committed to its enterprise CRM, while Company B's team was loyal to a Salesforce instance they had customized over time.
Pulling everything into one system would require months of migration, retraining, and risk of data loss. So, while both CRMs stayed active, so did the frustration of toggling between redundant platforms to get a complete customer view.
How Glances helps:
Instead of forcing a premature or rushed system merger, Company A can use Glances to bring together realtime customer insights and Actions from both CRMs into a single, unified view. No coding, no costly integration work—just instant visibility across platforms, right where different teammates already prefer to work.
Challenge: One company, two QuickBooks instances
In the next scenario, a manufacturing company recently acquired a regional partner to expand its operations. The problem? Both companies were already using QuickBooks Online, but under separate accounts and configurations. The original team managed finances under one QuickBooks instance, while the newly acquired division ran a completely separate QuickBooks account with its own vendors, invoices, and payroll setup.
Since QuickBooks doesn’t natively allow for easy switching or unified views across multiple accounts, teams were left juggling logins and spreadsheets to track who was paid, what was pending, and where financial responsibilities overlapped.
How Glances helps:
Glances makes it simple for this business to work across multiple QuickBooks instances without needing to merge or rebuild anything. By leveraging Glances and its Team Selector tool, finance team members can seamlessly toggle between QuickBooks accounts and see the data they need, when they need it. Whether viewing open invoices, customer details, or vendor history, Glances brought everything into one streamlined workflow.
No more tab toggling, no more guesswork. Just real-time financial visibility across both sides of the business, all from one single, secure view.
Challenge: Support separated by systems (and oceans)
In the final scenario, a medical provider expanded into Europe, so its regional teams chose a support platform that aligned with GDPR and local regulations, while its U.S.-based teams remained committed to Zendesk as their preferred app. The result? Disconnected ticketing systems, frustrated customers repeating themselves, and agents lacking an accurate, historical context.
How Glances helps:
Instead of forcing global teams to pick a single support platform, Glances can connect them. Support agents across both regions can instantly view ticket details, customer notes, and history—no matter which platform it originated from. Glances helps every customer conversation be informed, personal, and efficient.
One view for all apps without migration or integration
Of course companies do not intend to duplicate their software, but their unexpected business realities made it necessary. Fortunately, Glances is not a one-size-fits-all tool to replace your apps—it was built as a works-with-all solution to adapt to your business and tech stack.
No coding, no rebuilding your entire workflow around a new platform. Just the data and time-saving Actions your team needs, right where they already work.
Achieve your dream workflows with Glances
Start your free trial to make your favorite business apps work together and perform time-saving Actions. You can find and connect apps like Salesforce, QuickBooks, Zendesk, Stripe and more when you are logged in to your Glances account.
More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
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