Increase Your Customer Success Team’s Impact With Visor
Create and share roadmaps and reports that allow you to collaborate with product and engineering teams seamlessly. Visor’s two-way integrations with apps like Jira and Salesforce allow you to combine and share data across customer-facing teams, product teams, engineers, and even customers.
Visualize the data you have in apps like Jira to keep customers, support teams, engineers in sync.
Reassure Customers With Clear Visualizations
Keep customers updated on fixes and releases with clear, customizable views that sync with apps like Jira. Tailor views to individual customers or groups, and control what users can see or interact with.
Make progress faster in a shared workspace with two-way Jira integration. Work as an integrated team with transparency to understand the impact for customers faster. Solve issues sooner and keep more customers delighted for longer.
“Visor provides an excellent way for me to see current ticket status and what’s in the backlog, even though I’m not part of the same company as our developers.”
Make sure people see and understand your team’s contributions without spending hours creating and updating stale presentations. Instead, share views that stay accurate and impress stakeholders.
Create powerful customer-oriented roadmaps and project plans, that show just how vital your initiatives are. Align and secure buy-in from stakeholders and the teams you need to help you deliver maximum impact for customers.
less time making Gantts, roadmaps, and spreadsheets for stakeholders
0
extra Jira licenses needed to share real-time Jira data with unlimited stakeholders
84%
reduction in time spent editing and updating reports that share Jira project data
Use Analytics To Improve Customer Sentiment
Use custom dashboards to see which groups of customers are hurting and why. Track improvements, and understand the relationship between your work and the impact on customer satisfaction.
Use custom visualizations and dashboards to surface your customer support vitals. Identify key impact areas, blockers, and mitigate emerging issues for a more reassuring customer experience.
What Support and Customer Success Managers Say About Visor:
“Great tool, saves a lot of time and energy and also allows you to deal with processes virtually without effort.”
Lukasz P., Atlassian Reviewer
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”
Gabby C., Atlassian Reviewer
“Really useful app for keeping my team’s roadmap in sync with Jira.”
Samantha C., Atlassian reviewer
Visor for Customer Success and Support Teams FAQs
Is Visor’s Jira and Salesforce integration free?
Visor is totally free to get started with. There is no paywall for integrating with Jira or Salesforce. You can create Gantt charts and spreadsheets using your connected SaaS data for free (up to 250 records). Check out Visor’s pricing information for more info.
What makes Visor’s bi-directional integration different?
Visor connects to both Jira and Salesforce bi-directionally; this means that you can import data from these apps and push out changes to these apps from Visor. Therefore, you can push data to Jira and Salesforce; you just need to make sure that the way your data is formatted in Visor is compatible with the apps you’re working with.
How is Visor’s spreadsheet different than Excel?
Visor is an integration-first platform, which means that our spreadsheets are first and foremost designed to sync with SaaS apps like Jira. You can import your nested Jira data and share data with stakeholders who don’t have access to the apps your teams use. Visor accepts over 75 types of Jira fields. With both Jira and Salesforce, Visor will import the dropdown selections and respect the details of your data.
Also, Visor syncs with SaaS apps, ensuring that your data does not grow stale.
Can I make a Gantt Roadmap with Visor?
Visor allows you to visualize the data you have in apps like Jira and Salesforce; this includes making Gantt charts. Visor’s Gantt view allows you to share project plans that stay in sync with your source of truth.
How does Visor’s pricing work?
The Free plan supports a powerful set of features and is available for free for any number of collaborators without time limits. The plan is limited in the number of workbooks, views, connections, and sync credits that you are allowed to use, as listed above.
If you want to access premium features and increased limits, you can upgrade your workspace to either the Pro or Ultimate plan. Once upgraded, you’ll be able to create more workbooks with more views, make more connections, and perform more syncs. Note that the billing is based on the number of Editors you want to be able to make changes to your workbooks. All of our plans support unlimited viewers, so you can share your workbook with as many team members as you want.
Is Visor a Jira or Salesforce plug-in?
No, Visor is not a plug-in that works in Jira or Salesforce. Rather, you can import Jira and Salesforce data into Visor’s spreadsheet. From there, you can push out changes to your SaaS apps (e.g., Jira and Salesforce) and visualize your data before sharing with others.
Does Visor support JQL and SOQL?
Yes, you can use Visor’s basic Jira and Salesforce importer. Or, if you want to run more advanced queries, you can use Visor’s JQL and SOQL importer.
Have another question?
If you have any more questions, they may be answered in our Knowledge Base. Otherwise feel free to reach out to us. Our email is support@visor.us. We’d love to hear from you!
