More Sales, Better Insights

Frictionless, secure sales meetings

Glance removes the friction of standard meeting invite software: your sales rep launches the secure sharing session right from the CRM, while the prospect doesn’t need to download anything to view the presentation. Connecting with prospects and delivering demos and presentations is elegant, simple, fast, and reliable.

A natural fit for your existing platform

Glance is embedded into your CRM or CCaaS of choice – whether you’re using an industry-standard platform or a homegrown system. With Glance’s Intelligent Connect, sales representatives can launch a sharing session instantly based on business rules, prospect profiles, or trigger signals. End customers don’t need to download anything, and Glance works across all operating systems, browsers, and devices.

Better insights with data

Each Glance session is automatically logged as an activity in your CRM. Demos or live advisory sessions can be tracked as a KPI for your sales reps. Sales leadership can report on the impact of demos on the close rate, sales cycle, and other metrics.

Deeper conversations in an instant

Advisors and sales representatives can engage prospects and customers on video for that in-person-while-virtual feeling. For complex conversations, representatives can even add additional video participants, making involved processes – like joint applications, co-signatures, or estate planning – easier than ever.