Introduction

Discover seamless collaboration for your business with IdentityCheck and Rolldog, the premier CRM solution designed to manage business relationships, increase revenue, and boost sales effectiveness. For more details, visit the Rolldog homepage at rolldog.io. By integrating IdentityCheck with Rolldog, you can enhance your CRM’s capability with advanced identity verification, ensuring your business interactions are secure and efficient.

Why Connect IdentityCheck to Rolldog

Integrating IdentityCheck brings substantial benefits to the Rolldog CRM platform:

• Enhanced Security: Protect sensitive client data by adding a reliable ID verification process to your customer interactions.
• Streamlined Operations: Save time with automated identity checks that fit seamlessly within Rolldog’s process-driven design.
• Improved Sales Effectiveness: Confidently manage your business relationships knowing that your client data is verified and secure.

A study from Wardle Partners Accounting showcases how IdentityCheck has helped cut costs by 50% and save significant time—benefits you can bring to your Rolldog experience.

Setting Up the Integration

1. Log in to your Rolldog account and navigate to the Integrations section.
2. Search for IdentityCheck in the integration marketplace.
3. Click on Connect, then follow the prompted steps to authenticate your IdentityCheck account.
4. Configure your identity check settings to align with your business requirements.
5. Save the setup to complete the integration process.
6. Run a test to ensure IdentityCheck functions properly within Rolldog.

How It Works in Rolldog

Once integrated, whenever you onboard a new client in Rolldog, IdentityCheck will automatically initiate an ID verification process. For example, when a sales agent adds a potential client to Rolldog, the system will conduct an identity check, ensuring compliance with any KYC requirements and allowing the team to focus on converting leads into customers efficiently.

Frequently Asked Questions

Where is client data stored?

Client data is stored securely within Rolldog’s cloud infrastructure, adhering to industry-standard security practices.

Can I customize the ID verification process?

Yes, IdentityCheck provides customizable verification options to suit your business needs.

What happens if an identity check is incomplete?

Incomplete checks are flagged in Rolldog, enabling your team to promptly follow up and resolve any outstanding issues.

Final Thoughts

Integrating IdentityCheck with Rolldog significantly enhances your CRM’s capabilities by providing robust ID verification directly within your sales process. Embrace this integration to secure your business interactions and streamline your operations effortlessly.