Glance Cobrowse for Microsoft Dynamics

Glance empowers customer-facing teams with in-the-moment collaboration in websites, portals, and mobile apps. Instantly launch cobrowsing, screen sharing, video, and more to guide customers, resolve issues faster, and drive better business outcomes—seamlessly and securely.

Glance fits seamlessly in your brand, existing digital properties, and your tech stack of choice to create “wow”-worthy branded experiences.

Representatives can join Glance sessions from their Dynamics 365 Sales, Customer Service, or Field Service Hub and leverage existing communication channels, including routing and escalations, to start from any interaction. Glance lets representatives and customers easily switch between collaboration tools such as:

• cobrowse (websites, portals)

• mobile cobrowing (apps)

• one-, two- or multi-way video,

• secure document sharing

• multi-participant cobrowse

• remote assist

• navigation assist

• mobile camera sharing

• screen sharing

Glance supports stringent data privacy and security standards, maintaining annual compliance with ISO/IEC 27001, annual attestation SOC 2 Type 2 Report, and verified by F500 customers. Glance is proven to scale without a decrease in quality during business-critical seasons such as holiday shopping, open enrollment, and U.S. tax filing.

Here are a few examples of how customers are using Glance:

1. A top five bank in the U.S. assists an estimated 1 in 4 customers in completing various online transactions, such as opening accounts, depositing checks, applying for loans, and more, across multiple domains on both desktops and mobile devices.
2. A top wealth management company advises over 50 million individuals with financial planning, advice, and educational resources, guiding them during mobile app and website interactions on how to make their goals a reality.
3. A top health insurance provider with 2.5 million members enables direct employees and third-party approved brokers to guide the shopping experience and enrollment process for individuals new to Medicare.
4. A leading financial services software provider offers live CPAs on demand from within their tax preparation and bookkeeping software, resulting in a $1B+ product services offering.
5. A leading restaurant point-of-sale solution provider delivers remote onboarding, training, device troubleshooting, and support, resulting in faster time to value, lower support expenses, and 20% higher CSAT ratings.
6. A top ten State Department of Administrative Services provides support across three digital properties: the Department of Taxation, Job and Family Services, and a Business Gateway to help customers register, complete transactions, and submit forms.