Sonoma Partners Microsoft CRM and Salesforce Blog

ISV Customer Success Story: Glance Integrates Cobrowse Solution with Dynamics 365

Today's blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners.

According to a recent Forrester report: “Companies increasingly leverage visual engagement – video, cobrowsing, screen sharing, and annotations – to cut through the customer conversation clutter to be better understood, and to connect emotionally.”

Glance Networks is a key player in the visual engagement space, offering a platform that helps cut through “conversation clutter.” By leveraging Glance’s interactive visual offerings, users can provide better service experiences and online interactions with their clients.

We worked closely with Glance Networks to integrate their cobrowsing solution with Dynamics 365. We sat down with the Glance team to learn a more about their interest in building their solution for the Dynamics 365 platform, what it was like working with Sonoma Partners, and the growing importance of enterprise CRM in their industry.

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Why did you decide to integrate your solution with Dynamics 365?

Glance: We’ve worked with other CRM partners for years. We get a lot of opportunities from these partners, and our customers are happy with the tightly-integrated functionality. In discussions with many enterprise accounts, we’ve seen an increase in those who already have Dynamics, or are considering moving to Dynamics. Given the quality of these prospective users, it made sense to explore how we could integrate our cobrowse solution with Dynamics. We’ve had great success with other providers, and Microsoft was eager and excited to work with us.

Why did you choose Sonoma Partners?

Glance: We asked ourselves whether we should choose a partner who knows Glance really well but doesn’t know Dynamics, or do we go with a new partner who isn’t as familiar with Glance but is an expert in Microsoft’s CRM space. Ultimately, we decided that this partner would need to become an expert in the Glance platform anyway, so partnering with a firm that has Dynamics expertise was the key factor in our decision.

“We wanted to work with someone who had a great reputation in the Dynamics space, and choosing Sonoma Partners was the best decision we could have made. They were able to deliver on their promises with a great product, and we couldn’t be happier with the end result.”

Apart from the integration with the Dynamics service itself, we wanted to work with a partner who understands the process of listing in Microsoft AppSource, and the intricacies that follow. This was fundamental to our success with our other CRM providers, so we knew how important that would be in raising our profile among the customer base. Sonoma Partners offered the expertise we needed to get the job done and cross the finish line.

 

Are you looking for a partner who could help you get into AppExchange or AppSource and invest your solution in a market-leading CRM platform? We’d be happy to help.

Topics: ISV for CRM Microsoft Dynamics 365