Introduction

7Targets is an innovative AI-powered Sales Assistant designed to nurture leads and secure those all-important meetings. Boasting advanced automation features and a mission to streamline sales engagement, 7Targets helps sales teams maximize efficiency and focus on high-value tasks. By integrating IdentityCheck with 7Targets, businesses can enhance these capabilities with seamless ID verification, ensuring that client data is verified securely and effortlessly.

Why Connect IdentityCheck to 7Targets

Integrating IdentityCheck into 7Targets enables organizations to experience the dual benefit of automated lead management and robust KYC checks directly within the platform. This integration simplifies the client onboarding process, allowing for quick and secure identity verification without leaving 7Targets. Such automation ensures compliance and reduces manual errors, providing sales teams with more time to focus on relationship building.

One company reveling in the seamless integration of IdentityCheck is Wardle Partners, an accounting firm that achieved a 5-10x ROI while saving 30 minutes per client through streamlined identity checks. Discover more in their case study.

Setting Up the Integration

1. Log in to your 7Targets account and navigate to the integrations panel.
2. Select ‘IdentityCheck’ from the list of available integrations.
3. Follow the on-screen prompts to authenticate your IdentityCheck account.
4. Configure your preferences for how identity checks should be performed within 7Targets.
5. Run a test to ensure that the integration is working correctly.
6. Start using automated ID verification in your lead engagements.

How It Works in 7Targets

Once integrated, IdentityCheck operates seamlessly in the background of 7Targets. For instance, as a lead enters your sales funnel, IdentityCheck automatically initiates an identity verification process to ensure the client is genuine. The results are then logged within 7Targets, providing your sales team with clear, actionable insights while maintaining the integrity of client data.

Frequently Asked Questions

How is client data stored?

Client data is securely stored in compliance with industry standards, ensuring privacy and data protection.

Can we customize the identity verification process?

Yes, you can configure various settings in IdentityCheck to refine how verification is conducted per your business needs.

What if a check is incomplete?

Your sales team will be alerted within 7Targets, allowing them to prompt re-verification or follow up with the client directly.

Final Thoughts

Integrating IdentityCheck with 7Targets revolutionizes the way sales teams engage with leads, combining AI-powered automation with robust identity verification. This not only ensures compliance but also frees up valuable time, allowing your team to focus on building strong, lasting client relationships.