Introduction

3Sigma, the leading CRM application that helps manage your leads in real time from various resources, is designed to streamline customer interactions, foster growth, and enhance your business efficiency. For more information, visit their homepage at 3Sigma. By integrating IdentityCheck, businesses utilizing 3Sigma can elevate their customer management processes with robust ID verification services.

Why Connect IdentityCheck to 3Sigma

3Sigma’s mission to be a one-stop solution aligns perfectly with IdentityCheck’s ability to provide seamless identity verification within your CRM. This integration offers several benefits:

• Efficient Onboarding: Instant KYC checks enable faster and more secure customer onboarding, minimizing time-to-service.
• Enhanced Security: Protect your business and customer data by integrating state-of-the-art identity verification directly in 3Sigma.
• Cost Savings: Reduce verification costs significantly with streamlined processes.

An illustrative example of this success is found in the Wardle Partners Case Study, where IdentityCheck integration resulted in significant time savings and reduced costs.

Setting Up the Integration

1. Log into your 3Sigma account.
2. Navigate to the integration settings page.
3. Select IdentityCheck and click “Connect.”
4. Authorize the connection by entering your IdentityCheck API credentials.
5. Configure default KYC settings to match your business needs.
6. Save changes and test the integration with a test profile.

How It Works in 3Sigma

After setting up the integration, the process of verifying identities within 3Sigma is streamlined. For example, when a new client submits their information through your lead capture form, IdentityCheck automatically performs a KYC check in real-time, ensuring accurate verification without manual intervention. This seamless workflow ensures that your lead management process is both efficient and secure.

Frequently Asked Questions

Where is the identity information stored? All identity information is securely stored in compliance with industry regulations within IdentityCheck’s encrypted databases.

Can I customize the identity verification process? Yes, the integration allows customization of the KYC process to align with your specific business requirements.

What happens if a check is incomplete? Incomplete checks will prompt an automatic retry to ensure verification or alert you for manual intervention.

Final Thoughts

Integrating IdentityCheck with 3Sigma not only enhances your lead management efficiency but also ensures rigorous identity verification to safeguard your business. Simplify your workflows and stay compliant by enabling this powerful integration today.