Integration of IdentityCheck with Evolved Metrics CRM

Evolved Metrics CRM is designed to simplify and enhance your sales process, allowing you to focus on building strong customer relationships. With its mission to streamline sales efficiency, Evolved Metrics CRM offers core features such as intuitive pipeline management, easy contact tracking, and robust analytics. Learn more at evolvedmetrics.com. IdentityCheck extends these capabilities by providing seamless ID verification, ensuring that each interaction is secure and compliant.

Why Connect IdentityCheck to Evolved Metrics CRM

By integrating IdentityCheck with Evolved Metrics CRM, users can automate and simplify their KYC checks, significantly reducing manual effort. This synergy enhances sales processes through:

• Efficient Onboarding: Cut down customer onboarding time by automating identity verification within the CRM.
• Increased Security: Ensure each client undergoes a thorough identity verification to safeguard against fraud.
• Enhanced Customer Experience: With back-end verification, your team can focus on relationship-building rather than administrative tasks.

Witness the transformation with real-world examples, such as how Guardian Tax Solutions reduced onboarding time by 90%.

Setting Up the Integration

1. Log in to your Evolved Metrics CRM account.
2. Navigate to the integration settings.
3. Search for “IdentityCheck” and select “Enable.”
4. Authenticate your IdentityCheck account credentials.
5. Configure the identity verification settings as per your business needs.
6. Save the changes to activate the integration.

How It Works in Evolved Metrics CRM

Once integrated, when a new lead is added to Evolved Metrics CRM, IdentityCheck automatically initiates an ID verification process. For example, when a sales rep inputs client details, the system performs a KYC check in the background, updating the lead’s status once verified. This allows teams to proceed confidently, knowing the client’s identity is authenticated.

Frequently Asked Questions

Where is identity check data stored?

IdentityCheck stores data in compliance with the highest industry standards, ensuring privacy and security.

Can the verification process be customized?

Yes, you can tailor various aspects of the identity verification workflow to match your organization’s specific needs.

What happens if an identity check is incomplete?

Incomplete checks trigger an alert within Evolved Metrics CRM, prompting follow-up actions for resolution.

Final Thoughts

Integrating IdentityCheck with Evolved Metrics CRM offers a powerful solution for enhancing your sales process through streamlined identity verification. By automating these tasks, teams can focus more on nurturing customer relationships, ultimately driving better business outcomes.