Introduction

Welcome to an integrated solution that keeps your business running smoothly. At the heart of your operations, Commercient offers fast and flexible ERP & CRM integration apps that provide a 360-degree view of your business, empowering you with seamless data transition and robust business insights. By connecting Commercient’s integration capabilities with IdentityCheck, you can enhance the way your business performs identity verification processes, ensuring secure and efficient customer management.

Why Connect IdentityCheck to Commercient

Integrating IdentityCheck with Commercient ensures you leverage high-level data sync and customer insights alongside secure ID verification processes, thus enhancing the precision of KYC checks within your ERP and CRM systems.

• Seamless Data Synchronization: IdentityCheck harnesses the power of Commercient’s ERP & CRM integration, enabling real-time data updates and maintaining data accuracy.
• Enhanced Security: Protect sensitive customer data by implementing robust identity verification, ensuring compliance with stringent industry regulations.
• Streamlined Customer Onboarding: Automatically verify identity, reducing manual errors, and enabling quicker customer onboarding processes.

For instance, Wardle Partners achieved substantial ROI with IdentityCheck, saving 30 minutes per client and reducing costs by 50%, demonstrating the impact of integrating high-grade identity verification within their operations.

Setting Up the Integration

1. Log in to your Commercient dashboard.
2. Navigate to the ‘Integrations’ tab and select ‘Add New’.
3. Search for and select ‘IdentityCheck’ from the integration options.
4. Follow the on-screen prompts to verify identity credential settings.
5. Configure your IdentityCheck preferences connected to your CRM records.
6. Test the setup with sample data to ensure successful integration.

How It Works in Commercient

Within Commercient, IdentityCheck operates seamlessly. When a new client is added to your CRM, IdentityCheck automatically initiates a KYC check. For example, when updating a customer profile, the system verifies identity by cross-referencing details with their specified data, flagging any inconsistencies for your team to review.

Frequently Asked Questions

• Where is the data stored? All identity verification data is securely stored within Commercient’s encrypted databases, ensuring compliance with data protection laws.
• Can I customize the verification process? Yes, IdentityCheck allows customization of the verification criteria to meet your business’s specific compliance needs.
• What happens if a check is incomplete? Incomplete identity checks trigger alerts, allowing your team to take immediate action to rectify issues, ensuring no disruption to client onboarding.

Final Thoughts

Integrating IdentityCheck with Commercient transforms your ability to manage customer relationships by embedding robust identity verification processes directly into your business systems. This integration not only enhances data accuracy and security but also enriches your customer interactions with reliable and timely identity checks. Experience the future of identity verification today and drive your business forward with confidence.