Frequently Asked Questions

Find answers to common questions about VisibilityOps Platform and how it can transform your sales operations

🚀 Getting Started

What is VisibilityOps Platform? +
VisibilityOps Platform is a comprehensive sales enablement solution designed to help revenue teams maximize their efficiency and close more deals. Our platform combines prospect management, pipeline visibility, sales content organization, and performance analytics in one intuitive interface. Whether you're a sales rep looking to stay organized or a sales leader seeking insights into team performance, VisibilityOps provides the tools you need to succeed.
How quickly can I get started with VisibilityOps? +
You can get started in minutes! Simply sign up for an account, and our guided onboarding process will walk you through connecting your CRM, uploading sales content, and inviting team members. Most teams are fully operational within 24-48 hours. We also offer white-glove onboarding support for enterprise customers to ensure a smooth transition.
Do you offer a free trial? +
Yes! We offer a 14-day free trial with full access to all features. No credit card is required to start your trial. This gives you plenty of time to explore the platform, import your data, and see how VisibilityOps can improve your sales operations. Our team is available throughout your trial to answer questions and provide guidance.
What systems does VisibilityOps integrate with? +
VisibilityOps integrates seamlessly with major CRM platforms including Salesforce, HubSpot, Microsoft Dynamics, and Pipedrive. We also connect with popular tools like Slack, Microsoft Teams, Google Workspace, Zoom, and various email platforms. Our API allows for custom integrations as well. Check our integrations page for a complete list of supported systems.

⚡ Features & Functionality

How does the pipeline visibility feature work? +
Our pipeline visibility feature provides real-time insights into every deal across your organization. You can visualize your entire pipeline with customizable views, track deal progression through stages, identify bottlenecks, and forecast revenue with accuracy. Sales managers get a bird's-eye view of team performance, while reps can focus on their individual pipelines. Automated alerts notify you of at-risk deals and opportunities that need attention.
Can I organize and share sales content with my team? +
Absolutely! VisibilityOps includes a comprehensive content management system specifically designed for sales teams. Store presentations, case studies, product sheets, email templates, and more in a centralized library. Content is searchable and taggable, making it easy for reps to find exactly what they need. You can track which content performs best, see engagement analytics, and ensure everyone is using the most current materials. Version control keeps everything organized and up-to-date.
What kind of performance analytics are available? +
VisibilityOps provides comprehensive analytics covering all aspects of sales performance. Track key metrics like win rates, average deal size, sales cycle length, and quota attainment. Compare individual and team performance, identify top performers and coaching opportunities, and analyze trends over time. Our customizable dashboards let you focus on the metrics that matter most to your business. Export reports for presentations or integrate with BI tools for deeper analysis.
How does prospect management work? +
Our prospect management system helps you organize, track, and nurture leads throughout the entire sales cycle. Capture prospect information from multiple sources, enrich data automatically, assign leads intelligently, and track all interactions in one place. Set reminders for follow-ups, create automated workflows, and score leads based on engagement and fit. The system integrates with your CRM to ensure data consistency across platforms.
Is VisibilityOps accessible on mobile devices? +
Yes! VisibilityOps is fully responsive and works seamlessly on all devices. We also offer native mobile apps for iOS and Android, giving you access to critical sales information on the go. Update deals, access sales content, log activities, and check analytics from anywhere. The mobile experience is optimized for quick actions, ensuring you can stay productive even when you're away from your desk.

💳 Pricing & Plans

What pricing plans do you offer? +
VisibilityOps offers three main plans to suit businesses of all sizes: Starter (perfect for small teams just getting started), Professional (our most popular plan with advanced features), and Enterprise (for large organizations with custom needs). All plans include our core features, with higher tiers offering additional integrations, analytics capabilities, and support levels. We also offer custom pricing for very large organizations. Visit our pricing page for detailed information.
Is there a discount for annual billing? +
Yes! Customers who choose annual billing receive a 20% discount compared to monthly billing. Annual plans also include priority support and exclusive access to beta features. We offer flexible payment options including credit card, ACH transfer, and invoice billing for enterprise customers. All plans can be upgraded or downgraded at any time to match your changing needs.
Can I change my plan later? +
Absolutely! You can upgrade or downgrade your plan at any time through your account settings. When upgrading, you'll gain immediate access to new features, and we'll prorate the charges accordingly. If you downgrade, the change will take effect at the end of your current billing cycle, and you'll retain access to premium features until then. Our team is happy to help you choose the right plan as your needs evolve.
What is your refund policy? +
We offer a 30-day money-back guarantee on all plans. If you're not completely satisfied with VisibilityOps within the first 30 days, simply contact our support team for a full refund, no questions asked. For annual plans, this applies to the first 30 days after purchase. We're confident you'll love the platform, but we want you to feel secure in your investment.
How does user licensing work? +
VisibilityOps uses a per-user pricing model. Each active user on your account requires a license. You can add or remove users at any time, and we'll adjust your billing accordingly on a prorated basis. Different user roles (admin, manager, rep, viewer) have access to different features, but all count as one license. Enterprise plans can include unlimited viewer accounts for stakeholders who need read-only access.

🔒 Security & Compliance

How secure is my data on VisibilityOps? +
Security is our top priority. All data is encrypted in transit using TLS 1.3 and at rest using AES-256 encryption. We utilize enterprise-grade infrastructure with multiple redundancy layers and regular security audits. Our platform includes role-based access controls, two-factor authentication, IP whitelisting, and comprehensive audit logs. We undergo regular third-party security assessments and penetration testing to ensure your data remains protected.
Is VisibilityOps GDPR compliant? +
Yes, VisibilityOps is fully GDPR compliant. We provide tools to help you manage data subject requests, including the ability to export, modify, or delete personal data. Our data processing agreements meet GDPR requirements, and we only store data in compliant data centers. We also support CCPA and other privacy regulations. Our privacy policy clearly outlines how we collect, use, and protect your data.
Where is my data stored? +
VisibilityOps uses secure, tier-1 data centers with multiple geographic regions to ensure optimal performance and data sovereignty. By default, data is stored in US-based data centers, but we offer data residency options for customers in the EU, UK, Canada, and Australia. All data centers meet SOC 2 Type II and ISO 27001 standards. Enterprise customers can specify their preferred data region during setup.
Do you offer single sign-on (SSO)? +
Yes, SSO is available on Professional and Enterprise plans. We support SAML 2.0, which integrates with popular identity providers like Okta, Azure AD, Google Workspace, OneLogin, and more. SSO simplifies user management, improves security, and provides a seamless login experience for your team. SCIM provisioning is also available for automated user management on Enterprise plans.
What is your uptime guarantee? +
We guarantee 99.9% uptime, backed by our Service Level Agreement (SLA). Our infrastructure is designed for high availability with automatic failover, load balancing, and real-time monitoring. We maintain detailed status pages and send proactive notifications about any maintenance windows. In the rare event of downtime, our SLA provides service credits. Our average uptime historically exceeds 99.95%.

💬 Support & Training

What kind of customer support do you provide? +
We offer multiple support channels to ensure you get help when you need it. All customers have access to email support, live chat during business hours, and our comprehensive knowledge base. Professional plan customers receive priority support with faster response times. Enterprise customers get 24/7 phone support, a dedicated customer success manager, and priority escalation. We also offer screen-sharing sessions and emergency support for critical issues.
Do you offer training for new users? +
Yes! We provide extensive training resources to help your team get up to speed quickly. Our learning center includes video tutorials, documentation, best practices guides, and step-by-step walkthroughs. We also offer live webinars covering various features and use cases. Professional and Enterprise customers can schedule personalized training sessions for their teams. Our customer success team can create custom training programs tailored to your organization's needs.
How quickly does support typically respond? +
Response times vary by plan and issue severity. For Starter plans, we aim to respond within 24 hours for standard inquiries. Professional plan customers receive responses within 8 business hours, with priority handling for urgent issues. Enterprise customers receive responses within 2 hours for critical issues and 4 hours for standard requests. Live chat responses are typically within minutes during business hours. Our team is committed to resolving issues quickly and efficiently.
Is there a user community or forum? +
Yes! We have an active user community where customers can connect, share best practices, ask questions, and learn from each other. The community includes discussion forums, user groups, and a monthly newsletter featuring tips and success stories. Our product team actively participates in the community and often incorporates user feedback into product roadmap decisions. It's a great resource for discovering creative ways to use VisibilityOps.
Do you provide implementation services? +
Yes, we offer professional implementation services for organizations that want extra support getting started. Our implementation team can help with data migration, system configuration, integration setup, workflow design, and user training. We'll work with you to create a customized implementation plan that minimizes disruption and accelerates time-to-value. Implementation services are included with Enterprise plans and available as an add-on for other plans.

👤 Account & Billing

How do I cancel my subscription? +
You can cancel your subscription at any time from your account settings or by contacting our support team. There are no cancellation fees or penalties. If you cancel, you'll retain access to all features until the end of your current billing period. Before you go, we'd love to understand why you're canceling and see if there's anything we can do to address your concerns. We also offer the option to pause your account if you need a temporary break.
Can I export my data? +
Absolutely! Your data belongs to you. You can export all your data at any time in standard formats like CSV, Excel, and JSON. Our export tool lets you select specific data types and date ranges. We also provide API access for automated exports and backups. If you decide to leave VisibilityOps, we'll help ensure a smooth data migration to your new system. Professional and Enterprise customers receive dedicated export assistance.
What payment methods do you accept? +
We accept all major credit cards (Visa, Mastercard, American Express, Discover), ACH bank transfers, and wire transfers. Enterprise customers can also pay by invoice with net-30 terms. All payments are processed securely through our PCI-compliant payment processor. You can update your payment method at any time from your account settings. We send receipts automatically after each payment for your records.
How do I add or remove users from my account? +
Account administrators can add or remove users at any time from the user management section. Simply enter the new user's email address and assign their role (admin, manager, rep, or viewer). They'll receive an invitation to join your account. When you remove a user, they lose access immediately, and your billing is adjusted accordingly. Bulk user management tools are available for adding or removing multiple users at once, which is especially helpful for larger teams.
What happens if my payment fails? +
If a payment fails, we'll notify you immediately via email and in-app notification. Your account will remain active while we attempt to process the payment again over the next few days. You'll have the opportunity to update your payment method. If we're unable to collect payment after multiple attempts, your account will be temporarily suspended until payment is received. No data is deleted during suspension, and you can reactivate your account at any time by updating your payment method.

⚙️ Technical Questions

What browsers are supported? +
VisibilityOps works with all modern browsers including Chrome, Firefox, Safari, and Edge. We recommend using the latest version of your preferred browser for the best experience. The platform is fully responsive and works seamlessly across desktop, tablet, and mobile devices. We also offer native mobile apps for iOS and Android that provide an optimized experience for users on the go.
Do you offer an API? +
Yes! VisibilityOps provides a comprehensive RESTful API that allows you to integrate with other systems, automate workflows, and build custom applications. Our API documentation includes detailed endpoint descriptions, code examples in multiple languages, and authentication guides. API access is available on Professional and Enterprise plans. We also offer webhooks for real-time event notifications and GraphQL endpoints for complex queries.
Can I customize the platform to match my workflow? +
Absolutely! VisibilityOps is highly customizable. You can create custom fields, stages, and workflows that match your specific sales process. Build custom reports and dashboards, configure automated notifications and triggers, and set up team-specific views. Professional and Enterprise plans offer additional customization options including custom integrations, branded interfaces, and workflow automation. Our team can help you configure the platform to align perfectly with your needs.
How often do you release updates? +
We follow a continuous deployment model, releasing small improvements and bug fixes weekly. Major feature releases happen monthly and are announced in advance with detailed release notes. Security updates are deployed immediately as needed. All updates are applied automatically without any downtime or action required from you. We maintain a public product roadmap where you can see what's coming and vote on features you'd like to see prioritized.
Is there a limit on data storage? +
Starter plans include 50GB of storage per account, which is typically sufficient for small teams. Professional plans include 250GB, and Enterprise plans include 1TB with the option to purchase additional storage as needed. Storage includes all your prospect data, sales content, attachments, and analytics history. We'll notify you if you're approaching your storage limit so you can upgrade or archive old data. Large file storage and advanced archiving options are available on higher-tier plans.

Still Have Questions?

Our team is here to help. Get in touch and we'll answer any questions you have about VisibilityOps Platform.

Contact Sales Schedule a Demo

Or reach us directly:

1-800-VISIBILITY

Additional Resources

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Knowledge Base

Browse our comprehensive documentation, tutorials, and guides to get the most out of VisibilityOps.

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Video Tutorials

Watch step-by-step video guides covering everything from basic setup to advanced features.

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💡

Best Practices

Learn proven strategies and tips from successful sales teams using VisibilityOps.

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VisibilityOps Platform

Sales enablement platform providing prospect management, pipeline visibility, sales content organization, and performance analytics to help revenue teams close deals more efficiently.

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