Introduction

Welcome to the seamless world of digital interaction where organizing and managing leads, opportunities, accounts, and partners becomes a breeze with SAM.ai. SAM.ai’s mission is to power personalized interactions and simplify sales and marketing processes through its efficient and user-friendly features. By integrating IdentityCheck, you enhance these capabilities with robust ID verification processes, ensuring your contacts are authentically validated, paving the path for secure and trustworthy business engagements.

Why Connect IdentityCheck to SAM.ai

SAM.ai is renowned for its ability to streamline customer relationship management, but when linked with IdentityCheck, it does much more. It adds a layer of security by ensuring every client interaction is backed by reliable identity verification. This partnership also reduces onboarding time, allowing your team to focus more on client relationships rather than tedious KYC processes. For example, see how Wardle Partners dramatically improved efficiency, achieving a 5-10x ROI through this integration.

Setting Up the Integration

1. Log in to your SAM.ai account.
2. Navigate to the “Integrations” section in your account settings.
3. Select IdentityCheck from the available list of integrations.
4. Authorize the connection by entering your IdentityCheck API credentials.
5. Choose the workflows where you wish to implement ID verification.
6. Test the integration with a sample contact to ensure everything is working smoothly.

How It Works in SAM.ai

After integration, whenever you add a new lead or contact in SAM.ai, the system will prompt an identity check. For example, adding a new client named Jane Doe will trigger a streamline to verify identity. This ensures that you and your business partners can confidently proceed with any engagements without delay.

Frequently Asked Questions

• Where is data stored? IdentityCheck helps ensure all data is securely stored and complies with local regulations.
• Can the integration be customized? Yes, you can personalize the integration settings to match specific workflow requirements.
• What happens if an identity check remains incomplete? SAM.ai will alert you to follow up, reducing potential delays in your business process.

Final Thoughts

The integration of IdentityCheck with SAM.ai empowers you to handle client interactions with greater confidence and efficiency. By ensuring each identity is verified, you not only harness the full potential of your SAM.ai setup but also build stronger, more secure business relationships.