Introduction

Welcome to the seamless integration of Membrain and IdentityCheck, where executing a sales strategy has never been better supported. Membrain, with its keen focus on empowering sales teams to consistently meet their targets through strategic planning and execution, finds a synergistic partnership with IdentityCheck. Adding robust ID verification capabilities, IdentityCheck enhances Membrain’s core features by ensuring each sales process is streamlined and secure.

Why Connect IdentityCheck to Membrain

Integrating IdentityCheck into Membrain brings multiple benefits, aligning perfectly with Membrain’s mission of boosting sales execution. Firstly, the integration supports sales teams by simplifying identity checks, making it much easier to verify identity without disrupting the sales process. Secondly, it ensures compliance with KYC and other regulatory requirements, safeguarding transactions and customer relationships. To see the tangible difference, explore how Guardian Tax Solutions managed to cut onboarding time by 90% through IdentityCheck.

Setting Up the Integration

1. Log into your Membrain account and navigate to the ‘Integrations’ tab.
2. Select ‘IdentityCheck’ from the list of available integrations.
3. Follow the prompts to authenticate and connect your IdentityCheck account.
4. Customize the ID verification settings to align with your sales process.
5. Test the integration with a sample data set to ensure smooth operation.
6. Deploy the integration for your sales team to leverage enhanced identity checks.

How It Works in Membrain

Within Membrain, initiating an identity check is as simple as selecting the client in your pipeline. Click to open the client’s profile and start the verification process. IdentityCheck runs ID verifications in the background, providing real-time feedback within the app. This seamless flow keeps your sales process agile and compliant, ensuring that no potential deal is held up due to identity verification delays.

Frequently Asked Questions

• Where is the data stored? All data processed through IdentityCheck is securely stored, complying with the highest international data protection standards.
• Can I customize the verification process? Yes, IdentityCheck offers customizable KYC and identity verification options to fit different sales workflows.
• What happens with incomplete checks? IdentityCheck provides actionable insights and follow-up actions for any incomplete verification attempts, ensuring no leads are neglected.

Final Thoughts

Integrating IdentityCheck into Membrain enables sales teams to execute their strategies with enhanced security and compliance. The process is straightforward, offering significant gains in efficiency and accuracy, thereby ensuring your sales targets are consistently met.