IdentityCheck and Inperium Sell Integration

Inperium Sell is a dynamic cloud-based sales CRM designed to enhance sales effectiveness by enabling teams to close deals faster, better connect with contacts, and drive significant revenue growth. By integrating IdentityCheck, Inperium Sell empowers sales teams with seamless identity verification solutions, ensuring each transaction is secure and compliant while preserving efficiency.

Why Connect IdentityCheck to Inperium Sell

Integrating IdentityCheck with Inperium Sell unlocks a suite of benefits tailored to maximize the CRM’s core features:

• Streamlined KYC Checks: Conduct seamless customer identity checks directly from Inperium Sell, speeding up the onboarding process and enhancing trust, crucial for sales effectiveness.
• Automate Compliance: Ensure regulatory compliance effortlessly with automated identity verification processes, reducing manual checks and administrative burden.
• Enhanced Decision-Making: With verified identities, sales teams can focus on closing deals rather than paperwork.

A notable example of the impact of IdentityCheck is demonstrated by Fullstack Advisory, which achieved TPB compliance through one-click identity verification.

Setting Up the Integration

1. Log in to your Inperium Sell account.
2. Navigate to the ‘Integrations’ section in the settings menu.
3. Select IdentityCheck from the list of available integrations.
4. Enter your IdentityCheck API key when prompted.
5. Configure your identity verification preferences to align with your business needs.
6. Activate the integration and begin immediate verification within Inperium Sell.

How It Works in Inperium Sell

Once integrated, initiating an identity check within Inperium Sell is straightforward. For instance, when a sales agent connects with a new lead, they can quickly start a KYC check by clicking the ‘Verify Identity’ button in the lead’s profile. This action triggers an instant ID verification process, providing results directly in the CRM interface, facilitating seamless and informed sales interactions.

Frequently Asked Questions

What data does IdentityCheck store?

IdentityCheck only stores data critical for identity verification to ensure compliance with data protection regulations.

Can I customize the verification process?

Yes, the integration settings allow you to tailor the identity verification process according to your specific compliance and business requirements.

What happens if an identity check fails?

If a check is incomplete or fails, you will receive an alert, allowing you to verify identity through alternative methods or contact the lead for more information.

Final Thoughts

The integration of IdentityCheck with Inperium Sell offers a powerful enhancement to your sales operations by ensuring secure and efficient onboarding processes. As a result, sales teams can focus on what truly matters: building relationships and closing deals. By leveraging these tools, businesses can achieve greater operational efficiency and improved revenue outcomes.