Introduction

Discover how integrating IdentityCheck with Revamp CRM can enhance your business efficiency. Revamp CRM, designed for both sales and marketing professionals, aims to empower teams to “Make more sales whether you are using multiple sales pipelines or an eCommerce store.” Its core features include advanced contact management, sales automation, and proactive marketing solutions. By layering IdentityCheck’s robust ID verification capabilities with Revamp CRM’s powerful features, you can streamline customer onboarding and ensure compliance without compromising security. Explore more about Revamp CRM at revampcrm.com.

Why Connect IdentityCheck to Revamp CRM

Incorporating IdentityCheck into Revamp CRM ensures seamless ID verification and KYC check processes, reducing time spent on manual data entry and minimizing errors. Leveraging Revamp CRM’s multiple sales pipelines, IdentityCheck automates the identity check process, allowing sales teams to focus more on customer engagement. Additionally, protect your eCommerce transactions with IdentityCheck’s reliable security measures, enhancing customer trust and satisfaction. As illustrated in our case study with Guardian Tax Solutions, companies have significantly reduced onboarding time by 90%, underscoring the efficiency gains possible through this integration.

Setting Up the Integration

• Log in to your Revamp CRM account.
• Navigate to the integration settings panel.
• Select “IdentityCheck” from the list of available integrations.
• Enter your IdentityCheck API credentials to authenticate the connection.
• Configure the KYC check workflow tailored to your business needs.
• Test the integration with a sample identity check to ensure it’s functioning correctly.

How It Works in Revamp CRM

Once integrated, IdentityCheck operates seamlessly within Revamp CRM. For instance, when a new customer signs up via your sales portal, the system automatically initiates an identity check. This process verifies identity by cross-referencing databases, updating the customer’s status in the CRM in real-time. Sales representatives are alerted when the identity verification is complete, allowing them to proceed with customer engagement, confident in the verified identity.

Frequently Asked Questions

Where is the identity verification data stored?

The data is securely stored within IdentityCheck’s encrypted servers, ensuring compliance with data protection regulations.

Can we customize the KYC check criteria?

Yes, the KYC check process is fully customizable to meet your business and industry-specific requirements.

What happens if an identity check is incomplete?

In case of an incomplete check, notifications are sent to the relevant team members, allowing them to follow up promptly and resolve any issues.

Final Thoughts

Integrating IdentityCheck with Revamp CRM transforms how you manage identity verification processes, allowing more focus on your core sales and marketing strategies. Experience the benefits of efficient KYC checks and safeguard your business operations with this powerful integration today.