Salesforce

Add the Glance Lightning Component to Salesforce

Glance is the leading visual engagement solution in the Salesforce AppExchange. Enable your agent to see the customer’s desktop, browser, or mobile app to quickly understand and resolve problems, offer guidance, or deliver advisory services.

Frictionless customer engagement

Glance 1-Click Connect™ lets the agent launch a sharing session with one mouse-click—no need for the customer to download or install a sharing client—for the ultimate in elegant, frictionless customer engagement.

See, understand, and guide

Your agent can see the browser or app screen of the customer, to instantly understand the problem. The agent can highlight on-screen content and guide customer navigation. Glance is perfect for service, support, and training use cases.

Present and demo

Your agent can instantly show their screen to the customer—perfect for delivering in-the-moment sales presentations or demos.

Humanize the digital engagement

With Glance Agent Video, the friendly face of your agent can be displayed to the customer during the sharing session via real-time video. Agent Video is proven to build trust, diffuse tension, and improve customer satisfaction scores.

Measure the impact

Glance automatically logs each sharing session in Salesforce. That enables management to inspect agent activity, or report on the impact of visual engagement on case resolution, handle time, customer satisfaction scores, revenue, agent productivity, and other KPIs tracked in the CRM.

Embed Glance into your workflow

Add Glance visual engagement capabilities in Service Cloud or Live Agent Chat to solve customer problems faster. From within Sales Cloud, use Glance to launch in-the-moment demos and presentations to boost sales and revenue. Glance includes a Lightning Component that can be added to any Salesforce object (even custom objects).

Case Studies

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ContructConnect used Glance to build a sales process with a better pipeline

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Truckstop.com delivers premium customer care with Glance

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Glance makes customer consultations less taxing for Intuit

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MINDBODY lifted customer satisfaction & product adoption with Glance

Questions about integrating Glance?

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Our team of experts is here to walk you through any questions you might have.

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