Introduction

Map My Customers, accessible at mapmycustomers.me, is your mobile sales CRM designed to simplify the day-to-day operations of sales teams. With its powerful features like route planning, territory management, and lead generation, Map My Customers provides an indispensable tool for sales professionals aiming to optimize their outreach and customer management strategies.

IdentityCheck, an advanced ID verification solution, integrates seamlessly with Map My Customers to enhance security and efficiency, ensuring that your customer data remains accurate and authenticated while reducing the risk of fraudulent activities.

Why Connect IdentityCheck to Map My Customers

Integrating IdentityCheck with Map My Customers unlocks several advantages tailored to your sales operations. It helps streamline the Know Your Customer (KYC) process by providing swift and reliable identity checks, minimizing onboarding times, and ensuring compliance with industry standards. This integration’s ability to automate verification processes translates to reduced administrative burdens on your sales team, allowing them to focus more on nurturing client relationships.

Wardle Partners, an accounting and bookkeeping firm, experienced a 5-10x ROI and significant efficiency gains through such automated identity verification, as detailed in their case study.

Setting Up the Integration

1. Log in to your Map My Customers account.
2. Navigate to the integrations section under settings.
3. Search for IdentityCheck and select it.
4. Follow the on-screen instructions to authorize the connection.
5. Customize your ID verification settings as per your requirements.
6. Save changes to activate the integration.

How It Works in Map My Customers

After setting up the integration, IdentityCheck functions seamlessly within the Map My Customers platform. For instance, when adding a new lead, IdentityCheck automatically initiates a KYC check, swiftly verifying identity details before the lead is added to your database, ensuring that you engage only with authenticated clients.

Frequently Asked Questions

What happens to my data during the ID verification process?

All data is securely encrypted and processed in compliance with data protection regulations.

Can I customize the identity verification criteria?

Yes, you can tailor the verification process to meet specific industry or company standards.

What if an identity check is incomplete?

Partial checks are flagged for review, allowing you to manually verify details or request additional information.

In Summary

Integrating IdentityCheck with Map My Customers revolutionizes your ability to verify identities, offering seamless ID verification that enhances security while ensuring efficient and reliable customer engagements. As your sales team navigates their day-to-day, this integration provides peace of mind and an edge over the competition.