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Case Studies
Welcome to Our Case Studies
See why CX industry leaders trust Glance Guided CX.
Featured Case Study
SoFi’s 12x faster, friendlier support with Glance
SoFi is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps its more than 8.1 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app. SoFi also equips members with the resources they need to get ahead – like credentialed financial planners, exclusive experiences and events, and a thriving community – on their path to financial independence.
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Latest Case Studies
Case Study
Glance Makes Customer Consultations Less Taxing for Intuit
Anyone who has ever filed a tax return on their own can sympathize with being stuck and confused. But taxpayers who use TurboTax® from Intuit experience a level of hands-on collaboration that can change everything. The tax preparation software market is crowded with low-cost and free competitors. Intuit is determined to win and keep customers based on premium service and customer confidence that Intuit is helping them to receive the maximum allowable tax refund.
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Case Study
ConstructConnect used Glance to build a sales process with a better pipeline.
Software demos are a key element of the selling process for ConstructConnect Software demos are a key element of the selling process for ConstructConnect, a leading software provider to the construction industry.
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Case Study
Truckstop.com delivers premium customer care with Glance
Truckstop.com is an online marketplace that matches up shippers with truckers looking to transport loads.
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Our Customers
What our customers are saying
Salespeople and demo technicians love Glance because it is simple, easy, fast, and reliable. Sales leadership loves Glance because of the automatic KPI capture in the CRM and the ability to inspect the sales process. Everyone loves the results: close business faster, for more revenue.
"We have the ability to have our experts see what the customer sees and highlight areas to help direct the customer. Our one-way video lets the customer connect the TurboTax expert they are speaking with. It’s been a game changer for Intuit."
"We’re able to jump right into whatever issue the customer may be facing and provide real-time guidance as opposed to trying to make them describe what they see on the screen."
"Enabling lenders to see what the customer is seeing in the digital environment and offer guidance and personalized service as needed through Glance cobrowsing is incredibly valuable."
