Introduction

Handy is a versatile Sales Force Automation app designed to seamlessly capture sales orders, conduct surveys, and engage new leads. Driven by its mission to empower businesses with streamlined operations, Handy stands out for its simplicity and efficiency. By integrating IdentityCheck, users can enhance Handy’s capabilities with robust ID verification, providing a secure and quick way to verify identity within their sales and customer management processes.

Why Connect IdentityCheck to Handy

Connecting IdentityCheck to Handy brings forth extensive benefits. Firstly, it streamlines the KYC check process directly within the app, reducing manual verification time and eliminating errors associated with identity verification. Additionally, businesses can significantly enhance customer trust by ensuring secure transactions. For instance, when Wardle Partners integrated IdentityCheck, they saw a 5-10x ROI, saved 30 minutes per client, and cut costs by 50%, showcasing the profound impact of this integration.

Setting Up the Integration

1. Log into your Handy account.
2. Navigate to the ‘Integrations’ section in the settings menu.
3. Select ‘Add New Integration’ and search for IdentityCheck.
4. Click ‘Connect’ and follow the on-screen prompts to authorize access.
5. Configure IdentityCheck’s settings as needed for your verification flows.
6. Test the integration with a sample sales order or lead capture.

How It Works in Handy

Once IdentityCheck is integrated, performing an identity check in Handy becomes simple. For example, when a new lead is captured, Handy automatically triggers an ID verification process. This ensures that client data is authenticated before it enters your sales pipeline, marrying efficiency with enhanced security.

Frequently Asked Questions

Where is my data stored after using the identity verification feature?

All data is securely stored in Handy’s cloud infrastructure, complying with industry standards for data protection.

Can I customize the identity check process?

Yes, you can modify the verification parameters within IdentityCheck to suit your business needs.

What happens if an identity check is incomplete?

Handy will notify you to take action, ensuring all client records are fully verified for compliance.

Final Thoughts

Integrating IdentityCheck with Handy revolutionizes how businesses approach ID verification. By automating routine checks, it not only saves time but also reinforces client trust and data integrity. Embrace this potent combination to elevate your sales and lead management processes today.