Now View SpiceCRM Data While Using Any Other App
With more Customer Relationship Management (CRM) platforms emerging for businesses to choose from, our development team wants to ensure these platforms are also available for connection using Glances. That way, your CRM data is always in reach and no longer dependent on you accessing it while working directly in the CRM. This functionality is important because recent research shows that CRMs alone are not effective in providing the contextual customer data needed to best help customers and close sales. In fact, the SugarCRM 2021 CRM and Sales Impact Report found that “74% of sales professionals agree that a consolidated view of customer information across the whole organization is critical in delivering an optimal customer experience.”
The Glances no-code integration platform works to unify data from your CRM with data from your company’s collection of SaaS applications. It fills the major gaps and provides the holistic view you need to fully understand each customer’s story, save hours of time, and work more efficiently.
Access SpiceCRM data when and where you need it, using Glances
SpiceCRM – the next level of SugarCRM Community Edition – is the next addition to Glance’s current lineup of CRM options: Salesforce, HubSpot, Zoho, Pipedrive, SugarCRM, SuiteCRM, Freshworks CRM, Nutshell, and Close. SpiceCRM is an affordable, open-source solution that adapts and grows with each company’s needs. If you are a professional currently using SpiceCRM (or considering it), you can use Glances to accomplish more during your workday with the ability to view your contact data while working in any app outside of the CRM. Glances also empowers you to work in your other business apps like Intercom, Mailchimp, Zendesk, Slack, or any other online tools and view any information you need. Finding the big-picture data you need across multiple apps has never been this quick and convenient!
When SpiceCRM is connected to Glances, you can effortlessly glance at the following data categories within any app, platform, or webpage you are working in:
- SpiceCRM single contact’s details
- SpiceCRM contact’s tasks
- SpiceCRM contact’s parent account
- SpiceCRM contact’s calls
3 immediate ways to view SpiceCRM data using Glances
Glances acts as your go-to hub for viewing data across all apps, unifying your once-siloed information so you can feel more organized, crush productivity, and get back in control of your workday goals. Below are the 4 major pathways for using Glances to access your SpiceCRM contact data from 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 is your go-to hub for multiple apps, not just SpiceCRM
You already depend on SpiceCRM for sales and customer management, but we realize you likely spend a lot of time in other platforms important to your job. Whether you use QuickBooks, Shopify, Monday.com, Google Drive, or any other combo of popular applications, 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 with SpiceCRM (and all your apps!) to take back control of your workday
Start your free trial to connect your everyday apps and access your data in one easy click, from whatever webpage you are on. If you already use SpiceCRM, you can get it connected to Glances by finding the SpiceCRM 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 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.