Introduction

Welcome to the seamless integration of IdentityCheck with Sopro, where our mission is to elevate your B2B prospecting by delivering expertly qualified leads directly to your sales funnel. Sopro specializes in researching and engaging prospects, ensuring your business thrives by reaching the right audience. By integrating IdentityCheck’s robust identity verification capabilities, you add an extra layer of trust and efficiency to your prospecting process, enabling a streamlined Know Your Customer (KYC) journey.

Why Connect IdentityCheck to Sopro

Integrating IdentityCheck with Sopro empowers your business with several unique benefits tailored for your prospecting needs. First, enhance your lead qualification process with instant ID verification, ensuring only legitimate prospects enter your sales funnel. Second, experience a seamless KYC check experience without switching platforms, saving invaluable time for your team. For example, Wardle Partners achieved a remarkable 5-10x ROI with IdentityCheck, shaving 30 minutes off each client interaction and cutting costs by half. Read more about their success here.

Setting Up the Integration

1. Log in to your Sopro account and navigate to the integrations section.
2. Search for IdentityCheck and select the integration option.
3. Enter your IdentityCheck credentials and authorize access.
4. Configure your ID verification preferences based on your business needs.
5. Save the integration settings and test with a sample prospect.
6. Monitor and adjust settings as necessary on your dashboard.

How It Works in Sopro

Once integrated, IdentityCheck operates smoothly within Sopro. As your team engages potential clients, automated prompts will guide users through a simple identity verification process. For instance, when a new lead is added to your Sopro prospecting queue, IdentityCheck initiates a KYC check, ensuring identity confirmation without interrupting overall workflow.

Frequently Asked Questions

How is my data stored during verification?

All data is securely encrypted and complies with regulatory standards for data protection.

Can I customize IdentityCheck’s features in Sopro?

Yes, numerous customization options are available to fit your compliance and business requirements.

What happens if an identity check is incomplete?

You will receive an alert, allowing you to follow up or re-initiate the process as required.

In Summary

Integrating IdentityCheck with Sopro enhances your B2B prospecting by adding precise identity verification tools, ensuring legitimate leads are efficiently processed. Equip your sales funnel with confidence and compliance today.