Introduction

Sarbacane Engage is a dynamic sales engagement software designed to simplify the way you connect with your contacts. By integrating IdentityCheck, users can seamlessly enhance their communication strategy with robust ID verification right within their multichannel sequences. This combination caters to a range of industries, ensuring both efficiency and security in your client interactions.

Why Connect IdentityCheck to Sarbacane Engage

Integrating IdentityCheck with Sarbacane Engage amplifies your outreach capabilities by ensuring verified and secure client communication. This streamlined approach is particularly beneficial for onboarding, Know Your Customer (KYC) processes, and reducing fraud, allowing for quick verifications without compromising on security.

In one example, Guardian Tax Solutions managed to slash onboarding time by 90% with the help of IdentityCheck, underscoring the power and efficiency of integrating this tool into existing systems.

Setting Up the Integration

1. Log into your Sarbacane Engage account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click “Connect” and authenticate your IdentityCheck account using your credentials.
4. Configure your ID verification preferences and desired workflows.
5. Save your settings and start leveraging automated identity verifications within your campaigns.

How It Works in Sarbacane Engage

Once integrated, using IdentityCheck in Sarbacane Engage is intuitive. Imagine a hiring manager looking to verify a freelancer’s identity before granting access to internal systems. With IdentityCheck, this can be done in a few clicks, directly from your campaign dashboard. The result is streamlined, secure workflows that save time and reduce error risks.

Frequently Asked Questions

Where is my data stored?

All data is securely stored and managed according to the highest industry standards, ensuring compliance and privacy.

Can I customize the verification message?

Yes, you can tailor the verification message to fit your organization’s tone and requirements.

What if someone doesn’t complete the ID check?

If a recipient does not complete the identity check, you can easily follow up with reminders or adjust your sequence as needed.

In Summary

Integrating IdentityCheck with Sarbacane Engage streamlines your ID verification processes, offering a secure and efficient user experience. From scaling onboarding procedures to ensuring compliance, this synergy equips you with the tools to manage client interactions confidently. Embrace this integration to elevate your engagement strategy, making identity checks an integral part of your routine operations.