Introduction

SalesCloser AI, available at https://salescloser.ai, is a cutting-edge platform that aims to automate the sales journey with precision and efficiency. With its tagline, “Revolutionize Your Sales Process,” SalesCloser AI excels at managing the entire journey from discovery to closure through AI-powered demos and dynamic discovery calls. By integrating IdentityCheck, businesses can further enhance this process with seamless identity verification, ensuring a smoother and more secure sales funnel.

Why Connect IdentityCheck to SalesCloser AI

Integrating IdentityCheck with SalesCloser AI offers distinct advantages. Firstly, it enhances the security of your sales process by ensuring every prospect’s identity is verified seamlessly, which reduces fraudulent activities. Secondly, it decreases the onboarding time for new clients, allowing your sales team to focus more on closing deals and less on administrative tasks.

A variety of businesses have realized substantial benefits from implementing IdentityCheck. For instance, Guardian Tax Solutions experienced a 90% reduction in onboarding time with IdentityCheck. Read the full story here.

Setting Up the Integration

1. Log into your SalesCloser AI account.
2. Navigate to the ‘Integrations’ section within the dashboard.
3. Select ‘Add New Integration’ and choose IdentityCheck from the list.
4. Enter your IdentityCheck API key when prompted.
5. Configure the integration settings as per your business requirements.
6. Test the setup with a trial run to ensure seamless operations.

How It Works in SalesCloser AI

Once integrated, IdentityCheck will automatically trigger a KYC check during the discovery calls. As soon as a potential client initiates contact, SalesCloser AI prompts them with a simple workflow to verify identity. This ensures that only genuine prospects proceed through the sales journey, enabling a focused and secure selling environment.

Frequently Asked Questions

• How is data stored with IdentityCheck? All data is securely stored and compliant with industry-standard encryption protocols.
• Can the ID verification process be customized? Yes, businesses can customize the process to meet specific industry or compliance requirements.
• What happens if an identity check is incomplete? Incomplete checks will trigger a follow-up task, allowing your team to rectify any issues promptly.

Final Thoughts

Integrating IdentityCheck with SalesCloser AI not only fortifies the security of the sales funnel but also streamlines administrative processes, allowing your sales team to focus on what they do best—closing deals. Embrace this powerful synergy to unlock new efficiencies and safeguard your sales operations.