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Heidi Washington
/(Glances How-tos)

Glances is a lifesaver for customer support teams everywhere. It connects your favorite workplace apps so you can access customer data wherever it lives. With lightning speed, team members can complete Actions across apps, like refunding a customer or creating a lead. With Glances, every business can decrease customer dissatisfaction and increase customer loyalty.

Watch Video: Customer Support Teams Need Glances

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Customer support agents are familiar with working quickly, but a common concern among customer support professionals is that they don’t have the right data or the right tools to help a customer in the moment they need it. Customer support agents know more than most that delaying a response, a refund, or an answer can cost the business the loyalty of a customer. That’s why Glances is the perfect solution for support teams everywhere.

With Glances, you can connect all of your favorite workplace apps to give agents insight to customer data no matter where it’s housed. Additionally, Glances allows the agent to take action right from their workspace.Today, we’ll walk through an example of how Glances can work for customer support teams. While our demonstration today is in Zendesk, you should know that Glances is compatible with other customer support softwares as well as marketing apps, collaboration apps, CRMs, or e-commerce apps.

Meet Liam. He’s a super star support team member who works with customers that purchase products through his company’s ecommerce store. He sends chats, takes phone calls, and responds to emails in Zendesk. At any given moment, Liam needs to be able to view customer data from Shopify or refund a payment in Stripe. He might even need to view marketing data from Mailchimp or view account level data from Salesforce.

Liam gets a phone call from a frustrated customer who says their order arrived broken and she wants a refund. Empowered with Glances, Liam can quickly view the customer’s order to confirm the purchase and total. He uses the Actions menu to refund the payment to the customer through Stripe. No awkward waiting, no delay, and all from his preferred workspace in Zendesk, Liam was able to resolve the customer’s issue.

While Liam prefers working in Zendesk, Glances is flexible enough for all your teams. View data from your connected apps no matter the app or webpage you’re viewing.

Glances is easily customizable and can be adjusted to your specific needs. Ready to learn more? Visit us at glances.com to schedule an introductory call today.

Integrate all your favorite apps, using Glances

Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect apps like Salesforce, 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.

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