View Key Salesforce Data Using Glances
Connect Glances with your Salesforce CRM data
It’s no surprise that Salesforce is the world’s #1 CRM platform. The company helps marketing, sales, commerce, service and IT teams work as one from anywhere, so customers everywhere can remain well taken care of. So, what can top this best-in-class platform in the eyes of SaaS users everywhere? We believe it is the ability to easily view your Salesforce data in a flash, even when you are not working within the CRM. When Glances is connected to Salesforce or any number of other popular apps and platforms, users can save incredible amounts of time by accessing their important customer data in one simplified, single customer view.
More on this dynamic duo
Glances unifies data from your multiple apps; Salesforce unifies your internal teams as one force. Use them together during your workday and slash hours of your formerly wasted time searching and toggling through your various web-based platforms for crucial customer data. When Salesforce is connected to Glances, you can effortlessly glance at many data categories from whatever webpage you are on. Need to dive deeper? Simply click to access the full source of information.
Available views using Glances related to a particular Salesforce contact:
- List of Salesforce cases
- List of Salesforce opportunities
- Details of the associated account
- List of your Salesforce calls
- List of notes and attachments
- List of events
- List of Salesforce tasks
How it works
Accessing the data mentioned above is incredibly simple and secure. When signed in to Glances, Glancey 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, simply click the stamp. Alternatively, you can use the 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. See how it works in the animation below.
Glances works with multiple web-based apps, not just Salesforce
You already live in your Salesforce CRM, but we can almost guarantee that you also work with several other platforms. Whether you rely on Mailchimp, Slack, Stripe, Shopify, Zendesk, or any other combo of popular applications, we understand that finding customer information within various systems is a huge, time-wasting struggle. Glances brings your favorite online apps together, securely showing your customer data in a single view from whatever app you are using.
Try Glances and experience the single customer view, in Salesforce or any app!
Start your free trial to connect your everyday apps and access your customer data in one easy click, from whatever webpage you are on. Then connect to Glances by finding the Salesforce app when you are logged in to your Glances account.
More Helpful Steps
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.