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Guided CX Insights
Track trends, get tips, and explore new ideas in Guided CX.

Spring cleaning your customer support strategy: how Guided CX streamlines digital interactions
Spring is in the air — and while you might be thinking about clearing out closets or organizing the garage, there’s another area that could use some tidying up: your customer support strategy. Let’s be real: digital customer experiences can get cluttered. Outdated processes, confusing self-service options, and siloed tools all add friction for your customers and your agents. But here’s the good news: with a little spring cleaning and the right approach, you can freshen things up and create smoother, more human support experiences. Enter Guided Customer Experience (Guided CX)—your not-so-secret weapon for streamlining support and delighting customers.
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Exactly What Happened in Booth 1201 and 339 at Dreamforce This Year? #DF17
Finally, Salesforce’s 15th annual Dreamforce tech conference is right around the corner. Dreamforce this year should be amazing! Four days at Dreamforce 2017 can teach us all a lot, when you consider the 2,700+ breakout sessions, dozens of training and certification classes, world-renowned speakers, insider networking events, and more (parties and concerts and trinkets – oh my!).

Digital Transformation

Digital Transformation
Cobrowse
This is Why You and I Need to Visually Engage at Dreamforce 2017 – #DF17
Save your place to visually engage with Glance at Dreamforce 2017 on November 6-9, 2017, in San Francisco, at Booth #1201 and #339.
Digital Transformation

Digital Transformation
Customer Service
Ti-i-i-ime Is On My Side…But Not If Cutting Customer Engagement Costs Is The Goal
Time: Noun. 1. A measured or measurable period during which an action, process, or condition exists or continues. 2. The enemy of cutting customer engagement costs. When it comes to the value produced by implementing Glance’s visual engagement solutions, our customers’ experience indicates bottom-line results that show reduced customer engagement costs. Results like these typical:
Digital Transformation

Digital Transformation
News
Glance Networks Poised for Growth in Fourth Quarter of 2017
Glance Networks, a leading provider of intelligent visual engagement solutions, has positioned itself for sustainable growth through a combination of new customer wins, technology upgrades, and endorsements from high-value entities.
Digital Transformation

Digital Transformation
Customer Service
Financial Services
Taking Financial Institutions’ Customer Service Calls from Conflict to Collaboration
Financial institutions’ customer service calls can be challenging. People are sensitive about what happens to their money – and with good reason. That’s why financial institutions require an easy way to defuse anger and stress, right from the get-go.
Digital Transformation

Digital Transformation
Customer Service
Five Amazing Customer Engagement Facts
Visual engagement has become established as a major key to customer engagement. Here are five facts every management team should keep in mind.
Cobrowse

Cobrowse
3 Ways Financial Organizations Use Cobrowse With Microsoft Dynamics 365
Glance for Microsoft Dynamics 365 gives customer service agents and account execs new powers to collaboratively visually engage with clients. Agents and customers connect simply by clicking on the Glance icon appearing on any Microsoft Dynamics contact, account, or other record. Glance is the only enterprise-grade visual engagement platform that instantly and connects agents using Dynamics, giving customers in an interactive view of online content anywhere, anytime, across any device.
Cobrowse

Cobrowse
10 Must-Have Cobrowse Security and Privacy Features for the Financial Industry
Events like Finovate (NYC, September 11-14) bring attention to how important visual engagement tools – like cobrowse, screen share, and one-way video – have become to boosting customer satisfaction across financial institutions. That makes choosing the right cobrowse solution critically important. Cobrowse security and privacy features must be strong for the financial industry to invest in the solution.