How Glances Helps Salespeople Stay Focused On Selling

Whether you travel for sales appointments or your role focuses on converting inbound calls to orders, it’s easy to get bogged down from managing your CRM platform – like Salesforce, HubSpot, Freshsales, Pipedrive, and many others – along with a multitude of other business apps your company relies on. Working efficiently can feel even more impossible when you are expected to be the front-line employee representing the brand, responsible for customer feedback, while also multitasking with various internal departments to push new orders through. This is one of many reasons the team behind Glances created its no-code integration platform: to help salespeople like you stay focused on your role, not on searching for the data you need in the exact moment you need it.

Salespeople, take back control of your workday

Digging for data is distracting and takes you away from important sales tasks. Below is a quick overview of how using Glances can help you save time, find additional revenue opportunities, and accomplish more every day:

• Glances unifies all of your apps and platforms. Even if you have an internal or legacy system in place, it can securely connect to show you that data.
• Glances presents data from various apps in one simplified view based on the contact you are currently viewing or searching for. Now stay working in your platform of choice, but see your data from all the rest!
• Glances offers multiple ways to work with you. It can proactively show you available data with helpful stamps, or you can choose to search by your contact’s name or email address using the Glances widget, desktop app, or standalone apps like Slack.
• Glances is also a productivity tool for your everyday needs. Connect apps like Google Drive to effortlessly search for important documents, images, slides, creative files, and more precisely when you need them.

How Glances works for sales professionals

Let’s play out the following scenario as an example. Anna is a sales representative. While talking with a new customer on the phone and making notes in Salesforce CRM, she needs to quickly see if the customer's initial payment was received. Without creating unnecessary tabs, Anna clicks on the Glancey stamp icon to view recent payments in Stripe related to the customer. She is also curious if the customer used the promotional code included in the marketing team’s welcome email campaign. In the same view using Glances, Anna scrolls down to see what Constant Contact emails the customer last received. Glances empowers sales pros like Anna to see everything about this customer in one holistic view.

3 easy options for viewing your data in a flash

When your once-siloed data is unified and follows the flow of your workday, you can feel more organized, crush productivity, and get back in control of your sales goals. Below are the 3 major pathways for using Glances to access your data across various apps and platforms in one simplified view, in the way that works best for you:

1. By Browser

Once the browser extension is installed and you have connected your favorite apps, Glances will stamp a data point, such as an email address, that displays on the webpage you are viewing. To see data associated with that email, click the stamp. Alternatively, you can use the Glances widget in the corner of the page to see relevant data, including the ability to search by any name or email address. Consistent with the Glances web app, you will also see the My Daily Glances tab, which shows your personal tasks data across apps, such as: upcoming meetings, to-dos, and much more.

2. By Web and Mobile

If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.

3. By Other Apps

Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.

Glances works for all professionals

Even if you use as little as 2-3 SaaS apps or platforms as part of your job, Glances can help. If Salesforce, Shopify, Monday.com, Zendesk, QuickBooks, or any other combo of popular applications are part of your workday, we understand that finding customer information within various systems is a huge, time-consuming struggle. Glances brings your favorite online apps together, securely showing your data in a single view from whatever app you are using.

Try Glances to stay focused on your sales efforts

Start your free trial to connect your everyday apps and access your data in one easy click or command. Better yet, 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 or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.

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