Introduction

Visit Ploomes to discover a powerful sales force automation solution that brings together CRM, sales funnels, proposal automation, and sales orders. With its mission to streamline the sales process, Ploomes enables businesses to better manage their sales operations. IdentityCheck complements Ploomes by adding a robust layer of ID verification, streamlining identity verification processes, and reducing risk during client onboarding.

Why Connect IdentityCheck to Ploomes

Integrating IdentityCheck with Ploomes enhances your sales workflow in several key ways. First, it accelerates KYC checks, ensuring you meet compliance requirements without missing a beat. This integration also reduces manual errors by automating the identity verification process, allowing your sales team to focus on building relationships rather than administrative tasks. Furthermore, Wardle Partners significantly benefited from this integration, achieving a 5-10x ROI by saving 30 minutes per client and reducing costs by 50%.

Setting Up the Integration

1. Log in to your Ploomes account.
2. Navigate to the integrations section available in the settings.
3. Search for IdentityCheck and select it from the list of available integrations.
4. Follow the on-screen instructions to authorize the connection.
5. Configure the settings to ensure it aligns with your business processes.
6. Test the integration with a sample client to verify identity verification functionality.

How It Works in Ploomes

Once configured, IdentityCheck streamlines the identity check process directly within Ploomes. For instance, when a new lead is added to the CRM, IdentityCheck automatically triggers a KYC check, gathering essential data to verify identity. This seamless operation ensures your sales team can move swiftly from lead capture to conversion without unnecessary delays.

Frequently Asked Questions

• Where is my data stored? All verification data is securely stored in compliance with international data protection standards.
• Can I customize the integration? Yes, the integration settings are highly customizable to fit your workflow and compliance requirements.
• What if an identity check is incomplete? You will receive notifications for any incomplete checks, allowing timely follow-up actions.

Final Thoughts

Integrating IdentityCheck with Ploomes offers an efficient way to fortify your ID verification processes. By merging automation with accuracy, your sales force gains the agility to boost productivity, all while ensuring compliance and security. Embrace this synergy to transform your sales operations today.