Introduction

Welcome to an enhanced lead qualification experience with Pitchit. As a platform that harnesses the power of AI to qualify your inbound leads across every channel, Pitchit ensures a seamless, labor-free process, thereby amplifying your productivity. When integrated with IdentityCheck, Pitchit’s capabilities are elevated, offering comprehensive ID verification solutions that streamline customer onboarding and improve security without hassle.

Why Connect IdentityCheck to Pitchit

Integrating IdentityCheck with Pitchit introduces transformative benefits aimed at enhancing user experience:

• Streamlined Onboarding: Instantly verify identity and perform KYC checks within Pitchit, reducing the need for manual intervention and ensuring a faster onboarding process.
• Improved Compliance: Maintain high compliance standards by leveraging reliable ID verification seamlessly embedded within your lead qualification flow.
• Cost Efficiency: Automate identity checks to cut costs associated with manual verification processes.

Consider how Wardle Partners revolutionized their operations by achieving a 5-10x ROI with IdentityCheck, saving 30 minutes per client, and reducing costs by 50%. Read more in this case study.

Setting Up the Integration

1. Log in to your Pitchit account.
2. Navigate to the Integrations section and select IdentityCheck.
3. Click on “Connect” and authorize Pitchit to access IdentityCheck.
4. Configure your verification preferences under the IdentityCheck settings.
5. Test the integration with a sample lead to ensure proper functionality.
6. Begin using the integrated solution to qualify leads automatically.

How It Works in Pitchit

Imagine receiving a new lead through Pitchit’s intuitive dashboard. As the lead enters the funnel, IdentityCheck immediately verifies their identity, completing a thorough KYC check before passing the lead to your sales team. This automated identity check ensures qualified leads are genuine, saving time and maintaining compliance effortlessly.

Frequently Asked Questions

• How is my data stored? Your data is securely stored in compliance with industry standards, ensuring privacy and protection.
• Can I customize the ID verification process? Yes, you can tailor verification processes to fit your specific business needs within IdentityCheck.
• What happens if a check is incomplete? The system will alert you to take necessary follow-up actions, ensuring no potential leads are lost.

Final Thoughts

Integrating IdentityCheck with Pitchit transforms your lead qualification process with fast, reliable identity verification. Stay efficient and compliant while enhancing your lead management strategy. Whether it’s improving operational efficiency or optimizing compliance, this integration is designed to propel your business forward in a competitive market.