Introduction

Discover the seamless integration between IdentityCheck and 90-Day Sales, a dynamic CRM platform designed to streamline your sales processes. Empower your sales team with gamified Scoreboard features that track crucial sales activities, ensuring productivity and engagement. By integrating IdentityCheck, enhance your customer management with robust ID verification capabilities—adding another layer of efficiency and security to your sales operations.

Why Connect IdentityCheck to 90-Day Sales

Combining the powers of IdentityCheck with the core functionalities of 90-Day Sales enables businesses to elevate their operations seamlessly. Here’s how:

• Enhance your compliance by automating identity verification processes, reducing manual errors, and ensuring all information meets legal standards.
• Expedited sales cycles by incorporating automated KYC checks directly into your streamlined sales workflows, maintaining focus on closing deals faster.
• Ensure powerful lead management by integrating the identity check in 90-Day Sales, strengthening client interactions with trust and security at every touchpoint.

Learn how IdentityCheck transformed Fullstack Advisory by achieving TPB compliance with ease.

Setting Up the Integration

1. Log in to your 90-Day Sales account.
2. Access the integrations section from the dashboard menu.
3. Search for ‘IdentityCheck’ in the available integrations.
4. Click ‘Connect’ and enter your IdentityCheck API credentials.
5. Customize settings to suit your verification needs and save changes.
6. Test the integration with a sample client’s ID verification to confirm smooth operation.

How It Works in 90-Day Sales

Upon the successful setup, simply initiate an ID verification request directly from a client’s profile. Watch as IdentityCheck automates the verification process, providing real-time results that update on your 90-Day Sales Scoreboard. This seamless flow allows your sales team to focus more on client engagement, offering a hassle-free way to verify identity without interrupting their sales momentum.

Frequently Asked Questions

How secure is our data with IdentityCheck?

IdentityCheck uses industry-leading encryption to ensure your data is secure at all times during ID verification processes.

Can we customize the KYC check parameters?

Yes, IdentityCheck offers customizable options to tailor the verification process to match your specific compliance needs.

What happens if an ID verification is incomplete?

Any incomplete verifications will be flagged for review, allowing you to follow up promptly and ensure all information is accurate and complete.

Final Thoughts

Integrating IdentityCheck within 90-Day Sales not only streamlines your ID verification processes but also enhances security and compliance. This partnership ensures that your sales team can operate efficiently and focus on what truly matters—closing deals and growing the business.