Introduction

ForceManager is an intuitive mobile CRM designed to elevate the performance of your sales team by offering tools to measure, analyze, and improve their effectiveness. IdentityCheck seamlessly integrates with ForceManager, adding another layer of security and efficiency by simplifying identity verification, thus streamlining your processes.

Why Connect IdentityCheck to ForceManager

Integrating IdentityCheck with ForceManager provides several tangible advantages, such as enhanced KYC checks and streamlined onboarding procedures. It positions your sales team to focus more on selling and less on administrative hassles, improving overall efficiency. In one example, Guardian Tax Solutions leveraged IdentityCheck to cut onboarding time by 90%, drastically simplifying client engagement. Learn more about their success here.

Setting Up the Integration

1. Log in to your ForceManager account and navigate to the Integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the prompt to link your IdentityCheck account with ForceManager.
4. Authorize the connection to ensure data flows securely between the applications.
5. Configure your ID verification settings as per your business needs.
6. Test the integration to ensure all processes are functioning smoothly.

How It Works in ForceManager

Inside ForceManager, IdentityCheck simplifies processes like client onboarding and KYC checks. For instance, a sales manager can quickly verify a client’s identity with a few clicks before finalizing a deal, ensuring compliance and security. This integration minimizes manual operations, allowing more focus on sales execution.

Frequently Asked Questions

Where is my data stored? Your data is securely stored in compliance with industry standards to ensure privacy and security.

Can I customize the verification message? Yes, the verification message can be customized to align with your brand’s voice and messaging.

What if someone doesn’t complete the ID check? You will be notified immediately, allowing timely follow-up to ensure process completion.

The Smart Way to Verify in ForceManager

Integrating IdentityCheck into ForceManager enhances the way your sales team operates by simplifying identity verification processes. By making these checks more efficient, your team can focus on what truly matters — closing deals and driving sales. Embrace this synergy to empower your sales force with precise and secure identity checks.