Introduction

Visit the official website of Onpipeline at www.onpipeline.com. Onpipeline is renowned for its mission to provide a streamlined cloud-based Sales CRM experience tailored specifically for small to medium-sized businesses. With features that emphasize pipeline management, task automation, and powerful reporting, Onpipeline enhances sales efficiency and productivity. By integrating IdentityCheck, users can layer in seamless ID verification solutions, ensuring user authenticity and security within their sales processes.

Why Connect IdentityCheck to Onpipeline

Integrating IdentityCheck with Onpipeline enriches your CRM experience in valuable ways:

• Efficient Onboarding: Simplify and accelerate the onboarding process by incorporating real-time identity verification directly within Onpipeline.
• Enhanced Security: Conduct KYC checks seamlessly to ensure that all client interactions are with verified individuals, protecting both business reputation and client data.
• Cost and Time Saving: As demonstrated in our case study with Wardle Partners, businesses can achieve significant ROI while saving time and reducing costs by 50%.

Setting Up the Integration

1. Log in to your Onpipeline account.
2. Navigate to the ‘Integrations’ section under account settings.
3. Search for ‘IdentityCheck’ in the available integrations list.
4. Click ‘Activate’ next to IdentityCheck and follow the prompts to connect your account.
5. Configure the ID verification preferences as per your business needs.
6. Test the integration to ensure all settings are functioning properly.

How It Works in Onpipeline

Once integrated, use IdentityCheck’s tools within Onpipeline to seamlessly verify identity as part of your client onboarding. For example, when a new lead is added, the system triggers a KYC check ensuring that all necessary identity documents are validated before any deals are finalized, keeping operations both secure and efficient.

Frequently Asked Questions

How is data stored during ID verification?
IdentityCheck securely stores data in compliance with relevant data protection regulations, ensuring client privacy and security at all times.

Can we customize the identity verification process?
Yes, you can tailor the checks to align with your specific business needs through Onpipeline’s integration settings.

What happens if a verification process is incomplete?
Onpipeline will alert you of incomplete checks, providing options to retry or follow up with the client for additional information.

Final Thoughts

Integrating IdentityCheck with Onpipeline revolutionizes CRM user experiences by blending efficient identity verification into everyday sales processes. Protect your business and enhance client trust with this powerful fusion of technologies.