The Power of Personalized Workflows in Glances
Glances Workflows
In today's fast-paced business environment, having access to the correct information at the right time is crucial for making informed decisions and improving efficiency. Glances, a platform designed to streamline data access and workflows, has been making waves in the industry by providing a unified interface for employees to access information from various platforms in a single view. In a recent interview with data integration expert Jason Eggers, the Co-Founder of Glances, we got an in-depth look at how personalized workflows in Glances are helping businesses improve their efficiency, productivity, and decision-making.
Glances was born out of the need to provide employees with better access to data from other systems without having to log into multiple platforms. The platform focuses on giving employees access to data when and where they need it, allowing them to stay within their preferred platform while accessing information from other systems.
The Origin Story of Glances
The inspiration behind Glances came from decades of experience with integrations. Jason observed that companies mainly wanted better access to data across systems rather than just moving data back and forth between them. The primary goal of Glances was to give employees access to data when and where they need it, regardless of the app they use.
Glances addresses specific challenges that set it apart from other data integration solutions. By providing a unified interface for accessing data from multiple systems, Glances eliminates the need for employees to log into multiple platforms to access the information they need. This streamlined approach to data access improves efficiency and productivity for remote and in-house employees.
The platform's focus on giving employees access to data when and where needed has led to its success in various industries and use cases. By offering a unique solution that addresses the challenges businesses face in providing data access to remote and in-house employees, Glances has become an indispensable tool for companies looking to improve their efficiency, productivity, and decision-making processes.
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Get More Done in Less Time with Glances
Glances brings all your business data together in one intuitive interface. Access customer information, sales data, accounting records, and more – no matter what apps you use. Experience the power of a unified workspace.
No Credit Card Required
Jason shared some critical insights into the benefits of using Glances. The platform enables businesses to design their ideal workflows, allowing employees to efficiently access and interact with data. Glances simplifies the process and reduces the risk of data errors by eliminating the need to move data between systems.
Personalized workflows in Glances Help businesses
Call centers
Glances simplifies the process for call center agents by providing them with a single interface to access customer data from various systems. This reduces the need for extensive training and allows agents to quickly access and update customer information during calls.
Seasonal businesses
Companies that experience shifts in demand or have seasonal employees can benefit from Glances' streamlined interface, which allows new employees to access necessary data without having to learn each system individually.
Cross-department collaboration
Glances enables employees from different departments to access data from various systems, such as CRM, accounting, marketing, and support desk, without moving data back and forth between platforms. This improves collaboration and decision-making across the organization.
Glances are revolutionizing how businesses access and interact with data by providing a unified interface that simplifies workflows and improves efficiency. With personalized workflows, businesses can enhance productivity, streamline decision-making, and ultimately achieve better results.
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The Power of Personalized Workflows in Glances
Glances is a unique platform focusing on personalized workflows, allowing businesses to design and implement their ideal processes for accessing and managing data across multiple applications. This emphasis on customization and implementation of personalized workflows enables companies to improve their efficiency, productivity, and decision-making processes.
Jason highlighted the importance of personalized workflows in Glances, stating, “Our key feature is you can design the workflow, the ideal workflow you want that works across all your different apps.” By offering a flexible and adaptable solution, Glances empowers businesses to optimize their processes and improve overall efficiency.
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Unified Interface for Data Access
Accessing Information from Various Platforms
Glances provides a unified interface for data access, allowing employees to see information from various platforms in one view. This solution is designed to help businesses improve collaboration and decision-making by streamlining access to data from different systems.
Customizing Data Access for Different Users
Glances allows businesses to limit and customize data access for different users, ensuring that employees only see the information they need. This is particularly important for organizations that need to maintain different levels of access for various employees, such as those with full access to some applications and limited access to others. By providing a secure and controlled environment for data access, Glances helps businesses protect sensitive information while still enabling employees to perform their tasks efficiently.
Improving Collaboration and Decision-Making
Streamlined access to data: By providing a single view of data from multiple systems, Glances eliminates the need for employees to switch between different platforms, making it easier for them to find and use the information they need.
Enhanced communication: With a unified interface, employees can easily share information and collaborate on projects, leading to better decision-making and improved overall performance.
Reduced training time: Glances provides a consistent interface across all platforms, so employees do not need to learn how to use each system individually. This can save time and resources on training, especially for companies with high employee turnover or seasonal demands.
By providing a unified interface for data access, Glances can help businesses streamline their operations, improve collaboration, and make better decisions by providing employees with a single, customizable view of information from multiple platforms.
See how Glances can help you automate and streamline your business workflows. Read our related articles: The Future of Data Integration: Glances and Its Unique Approach and Empowering Call Center Agents with Glances.
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Achieving Ideal Workflows
Personalized Workflows with Glances
Jason discussed how the platform allows businesses to design personalized workflows tailored to their specific needs. Glances eliminates the need to constantly move data between systems and enables employees to take actions across platforms from their system of choice.
Jason explained the core concept of Glances: “It's a single customer view that lives no matter where you are on any webpage. So if any web app, any webpage, you get a simplified customer view, you can pull up anything about anybody at any point in time from across your systems in a way that is not just secure but is limited to what you want to share to your employees”.
He also highlighted the critical feature of Glances: “You can design the workflow, the ideal workflow you want that works across all your different apps so each employee can do and see what they need to do in the most efficient way possible”.
Improved Access to Data and Collaboration
Glances can be used to create personalized workflows for different roles and departments within a business. For example, in a call center, Glances can simplify the process for agents by giving them easy access to customer data without having to log into multiple systems. This saves time and reduces the need for extensive training on various systems.
Another example is in the context of project management. Teams can use Glances to access data from various applications, such as CRM, accounting, marketing, and support desk, all in one place. This improves collaboration and efficiency by providing team members with the information they need to complete their tasks quickly and effectively.
Glances is a powerful tool that can significantly improve workflows and collaboration within a business. By providing a unified interface for employees to access data from multiple platforms, Glances eliminates the need for constant data movement between systems and streamlines the process of accessing and updating information. This can lead to increased efficiency, reduced training time, and better overall productivity for businesses.
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Case Studies
Glances is a platform that provides a unified interface for employees to access information from various platforms in one view. It focuses on improving workflows by giving employees access to data when and where they need it without having to log into multiple systems. Glances has been successfully implemented in various industries, as demonstrated by the following case studies:
Wildfire Contact: Glances helped Wildfire Contact, a call center, streamline its processes by providing agents with a simplified customer view. Agents can access and update customer data on the fly without logging into multiple systems, reducing training time and increasing efficiency.
Responsival: Glances enabled Responsive, a digital marketing agency, to access and manage data from multiple platforms, such as CRM, accounting, and support desk systems. This allowed the team to work more efficiently and focus on their core tasks without being bogged down by data management.
Fanatical Labs: Glances was instrumental in helping Fanatical Labs, a software development company, achieve its ideal workflows by providing a single customer view across all its systems. This allowed the team to access and update data securely and efficiently without moving data back and forth between systems.
In each of these case studies, Glances has proven to be a valuable tool for improving workflows, increasing efficiency, and providing a unified interface for accessing and managing data across multiple platforms.
Get More Done in Less Time with Glances
Glances brings all your business data together in one intuitive interface. Access customer information, sales data, accounting records, and more – no matter what apps you use. Experience the power of a unified workspace.
No Credit Card Required
Ease of Use
Intuitive Interface and UX Design
Glances offers an intuitive interface and user experience design that makes it easy for employees to get started with personalized workflows, even if they have no coding experience. In an interview with Michael Bernzweig, Jason from Glances explained how their platform is designed to be simple and easy to use while still being powerful and capable of handling complex tasks.
One of the critical features of Glances is its unified interface, which allows employees to access information from various platforms in a single view. This eliminates the need for employees to log into multiple systems, making it easier for them to access the data they need. As Jason mentioned in the interview, Glances is designed to be “a single customer view that lives no matter where you are on any webpage.”
The platform's ease of use is also evident in its ability to support a wide range of applications without requiring any coding knowledge from the user. Jason stated that “absolutely no” coding is required to set up and use Glances. Users can start a trial, connect their apps, and access their data immediately.
Glances also make it easy for employees to access data without having to learn each system individually. For example, Jason mentioned a use case involving a call center, where agents can access customer data through Glances without needing to know which system the data lives in. This simplifies the training process and allows employees to get up to speed quickly.
In addition to its intuitive interface, Glances also offers personalized workflows that help users achieve their ideal workflows across different apps. This enables employees to access and update data most efficiently without moving data back and forth between systems.
Overall, Glances' intuitive interface and UX design make it easy for employees to get started with personalized workflows, even if they have no coding experience. The platform's unified interface, support for a wide range of applications, and personalized workflows all contribute to its ease of use and help users achieve their ideal workflows across different apps.
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Expert Insights: Flexibility and Customization with Glances
Connects to any application with an API
Jason discussed the platform's flexibility and customization capabilities. Glances is designed to connect to any application with an API, making it a powerful tool for businesses of all sizes and industries. Jason mentioned that Glances has a patent on the platform itself that allows it to connect to any application out there that has an API. This enables Glances to support a wide range of applications quickly and efficiently.
Can add support for new apps within hours
Jason highlighted the platform's ability to add support for new apps within hours, thanks to its flexible design. This means that if a Glances user needs to connect to an app that is not already supported, the platform can add it within a short period, making it even more versatile and adaptable to the user's needs.
Works with customers to achieve their specific workflows
Glances works closely with customers to help them achieve their specific workflows. By focusing on personalization and providing a unified interface for employees to access information from various platforms in one view, Glances enables businesses to design and implement their ideal processes for accessing and managing data across multiple applications.
Integration with various platforms
Glances integrates with various platforms, including CRM, accounting, marketing, support desk, email, and more. Popular platforms used with Glances include Salesforce, HubSpot, QuickBooks, Xero, FreshBooks, Gmail, Outlook, and monday.com. Glances' users can request the addition of new apps if they are not already supported, and the platform can add them within hours, thanks to its flexible design.
By offering flexibility, customization, and the ability to connect to any application with an API, Glances is a powerful tool for businesses of all sizes and industries. Its focus on personalization and providing a unified interface for data access helps businesses improve their efficiency, productivity, and decision-making processes, ultimately leading to better results.
Learn how AI transforms data access and integration and how Glances leads the way. Read our related articles: How Glances Streamlines Data Access for Remote and In-House Employees and Empowering Call Center Agents with Glances.
Expert Insights
Customization and Implementation of Personalized Workflows
Industry experts and thought leaders recognize the importance of customization and implementation of personalized workflows in the future of work. Jason, from Glances, shared his insights on how Glances helps businesses achieve their dream workflows by providing a unified interface for employees to access information from various platforms in a single view.
Jason explained that Glances focuses on the 80% of use cases where employees need better access to data from other systems without having to log into multiple platforms. This allows employees to stay in their platform of choice while accessing and updating data from other systems.
One of the critical features of Glances is the ability to design ideal workflows that work across different apps, enabling each employee to access and perform tasks in the most efficient way possible. This eliminates the need for moving data back and forth between systems, which can be complex and prone to errors.
By embracing personalized workflows, we see that organizations can streamline processes and foster a seamless work environment, allowing employees to focus on high-value tasks and drive innovation. Bill focuses on process automation.
Get More Done in Less Time with Glances
Glances brings all your business data together in one intuitive interface. Access customer information, sales data, accounting records, and more – no matter what apps you use. Experience the power of a unified workspace.
No Credit Card Required
Integration with Various Platforms
Glances has been designed to integrate with various platforms, including CRM, accounting, marketing, support desk, email, and more. The platform has a patent that allows it to connect to any application with an API, making it possible to support thousands of apps quickly.
Popular platforms used with Glances include Salesforce, HubSpot, QuickBooks, Xero, FreshBooks, Gmail, Outlook, and monday.com. Glances' users can request the addition of new apps if they are not already supported, and the platform can add them within hours, thanks to its flexible design.
Glances' role in shaping the future of personalized workflows lies in its ability to provide a seamless and secure way for employees to access and update data across multiple platforms without the need for extensive training. This improves efficiency and reduces the complexity of managing data across various systems.
Create a QuickBooks Invoice Using Glances
The Impact of Personalized Workflows and Data Integration
Jason discussed the benefits of personalized workflows and the impact of data integration on businesses. He shared insights on how Glances enables businesses to design and implement their ideal processes for accessing and managing data across multiple applications. By providing a unified interface for employees to access information from various platforms in one view, Glances eliminates the need to move data between systems constantly and enables employees to take actions across platforms from their system of choice.
Jason shared several case studies that demonstrate the benefits of personalized workflows in Glances, such as Wildfire Contact, a call center that streamlined their processes by providing agents with a simplified customer view; Responsival, a digital marketing agency that improved efficiency by accessing and managing data from multiple platforms; and Fanatical Labs, a software development company that achieved their ideal workflows by providing a single customer view across all their systems.
These examples highlight the power of personalized workflows in Glances, enabling businesses to improve their efficiency, productivity, and decision-making processes. By providing a unified interface for data access and allowing users to design their ideal workflows, Glances empowers businesses to achieve their goals and improve overall performance.
Create a QuickBooks Estimate With Glances
We see that personalized workflows drive efficient and effective collaboration, enabling teams to access the right information at the right time and, ultimately, enhancing overall productivity. Microsoft believes that collaborative apps boost engagement and productivity.
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Conclusion
Jason discussed the power of personalized workflows and how Glances enables businesses to design and implement their ideal processes for accessing and managing data across multiple applications. Glances' unified interface allows employees to see information from various platforms in one view. It eliminates the need to move data between systems constantly and enables employees to take actions across platforms from their system of choice.
Jason shared several case studies that demonstrate the benefits of personalized workflows in Glances, such as Wildfire Contact, a call center that streamlined their processes by providing agents with a simplified customer view; Responsival, a digital marketing agency that improved efficiency by accessing and managing data from multiple platforms; and Fanatical Labs, a software development company that achieved their ideal workflows by providing a single customer view across all their systems.
The key benefits of personalized workflows in Glances include improved access to data, increased efficiency, and better collaboration and decision-making for businesses. By providing a unified interface for data access and allowing users to design their ideal workflows, Glances empowers businesses to achieve their goals and improve overall performance.
Sign up for a free trial of Glances today. No credit card is required.
Watch our podcast episode featuring Glances. This Software Spotlight podcast episode dives into the unique world of Glances, founded by integration expert Jason Eggers. This platform revolutionizes business workflows by unifying data access across applications into one intuitive interface. Employees can now seamlessly view and update records without constantly switching tabs.
