Introduction

Discover how IdentityCheck seamlessly integrates with MobiCRM, the ultimate smartphone-first CRM designed for your active sales force. MobiCRM, featuring prospection tools, contact management, and calendar synchronization, empowers teams with access to vital information anytime, anywhere. Learn more at MobiCRM. By incorporating IdentityCheck, MobiCRM users can conveniently perform ID verification directly within the CRM’s dynamic interface, enhancing security and efficiency.

Why Connect IdentityCheck to MobiCRM

Integrating IdentityCheck with MobiCRM leverages your CRM’s robust features while layering on essential identity verification capabilities. This integration streamlines customer onboarding processes, allowing your sales teams to verify identity quickly during initial interactions. Additionally, it reduces manual KYC checks, saving time and mitigating the risk of errors.

Wardle Partners, for example, achieved a remarkable 5-10x ROI with IdentityCheck, saving 30 minutes per client and significantly reducing costs. Discover how this transformation is possible at this case study.

Setting Up the Integration

1. Log into your MobiCRM account and navigate to the ‘Integrations’ tab.
2. Select IdentityCheck from the list of available integrations.
3. Authorize the integration by entering your IdentityCheck API credentials.
4. Configure the settings to match your business requirements, such as KYC parameters.
5. Test the integration with a few sample identity checks to ensure seamless operation.
6. Deploy the integration to your wider team for immediate use.

How It Works in MobiCRM

Imagine your sales team using MobiCRM during a client meeting. With IdentityCheck integrated, your representative can immediately initiate an identity verification request directly from the contact’s profile page. The system guides them through each step, ensuring that every KYC check is thorough and compliant. This real-time identity check in MobiCRM cuts onboarding times and accelerates sales cycles.

Frequently Asked Questions

Where is the identity verification data stored?

All ID verification data is securely stored within IdentityCheck’s encrypted database, ensuring compliance with data protection regulations.

Can I customize the KYC checks?

Yes, you can customize the parameters of identity checks to suit your specific business needs and compliance requirements.

What happens if an identity check is incomplete?

Partial checks alert the user, providing reasons for incompleteness and steps to resolve the issue, ensuring no client is left unchecked.

Final Thoughts

Integrating IdentityCheck with MobiCRM revolutionizes your workflow by embedding seamless identity verification into your sales process. Experience the synergy of advanced CRM capabilities alongside robust identity checks, enhancing customer interactions and business compliance.