Introduction

Visit DealPage to explore an AI data platform tailored for presales and go-to-market teams. With a focus on optimizing RFP responses, answering complex queries, and streamlining sales workflows, DealPage aims to revolutionize how you close deals faster and smarter. By integrating with IdentityCheck, DealPage users can enrich their strategic toolkit with seamless identity verification, ensuring trustworthy engagements from the first interaction.

Why Connect IdentityCheck to DealPage

Integrating IdentityCheck with DealPage supercharges your sales processes by adding an efficient and robust layer of ID verification. Firstly, IdentityCheck automates KYC checks, drastically reducing time spent on verifying client identities during the presales stage. Secondly, the integration enhances security by ensuring that all stakeholders in a transaction are authenticated, thus fostering confidence and reliability in communications. See how Guardian Tax Solutions revolutionized their workflows using IdentityCheck, trimming onboarding times by 90%.

Setting Up the Integration

• Log in to your DealPage account and navigate to the Integrations page.
• Select IdentityCheck from the list of available integrations.
• Authorize Access: Accept the permissions required to connect your IdentityCheck account.
• Configure the settings to match your team’s verification needs.
• Perform a test ID verification to ensure the setup is correct.
• Begin using the integration to enhance your workflows.

How It Works in DealPage

Once integrated, IdentityCheck is accessible within DealPage’s workflow. For example, when an RFP is submitted, IdentityCheck verifies the identity of the external contact automatically. This ID verification process ensures that only legitimate requests proceed, maintaining the integrity of your business engagements. Users receive real-time notifications of verified submissions, allowing for quick and informed decisions.

Frequently Asked Questions

Where is the customer data stored?
Customer data is stored securely within the IdentityCheck platform, adhering to industry-leading security standards.

Can verification processes be customized?
Yes, the ID verification workflows can be tailored to match the specific requirements of your industry and business practices.

What happens if an identity check is incomplete?
In case of an incomplete identity check, DealPage will alert the user to revisit and rectify the details to ensure a successful verification.

Final Thoughts

Integrating IdentityCheck with DealPage doesn’t just optimize your presales and sales workflows; it redefines them. With quick and reliable identity verification, businesses can enjoy heightened efficiency and security. Begin your journey towards seamless deal closures today and forge trustworthy connections with your clients like never before.