Introduction

SalesViewer is a dynamic tool that revolutionizes the identification of anonymous website visitors, redefining the approach to new business development. By integrating IdentityCheck, users can enhance their SalesViewer experience with seamless identity verification, ensuring secure and efficient interactions with potential clients.

Why Connect IdentityCheck to SalesViewer

Integrating IdentityCheck with SalesViewer introduces robust solutions for onboarding and KYC processes. Users can swiftly verify identities, minimizing fraud risks and simplifying customer interactions. In one example, Ocho transformed its shareholder voting process with IdentityCheck, showcasing the profound impact of streamlined identity checks on efficiency.

This integration is particularly beneficial for startups looking to enhance their customer conversion rates by quickly identifying and qualifying prospects. By leveraging IdentityCheck, businesses can provide their clients with a secure and frictionless verification process.

Setting Up the Integration

1. Log in to your SalesViewer account.
2. Navigate to the “Integrations” section in the dashboard.
3. Select “IdentityCheck” from the list of available integrations.
4. Follow the prompts to authorize and connect your IdentityCheck account.
5. Configure your verification settings to suit your business needs.
6. Test the integration to ensure seamless operation.

How It Works in SalesViewer

Once integrated, IdentityCheck operates smoothly within SalesViewer’s interface. For instance, a hiring manager can verify a freelancer’s identity before providing them access to crucial project details. IdentityCheck automatically cross-verifies essential ID documents, resulting in a secure, efficient onboarding process for both parties.

Frequently Asked Questions

• Where is my data stored? Your data is securely stored in cloud-based systems with stringent encryption protocols.
• Can I customize the verification message? Yes, users can personalize messages to suit specific branding and communication needs.
• What if someone doesn’t complete the ID check? In such cases, you will receive a notification, allowing follow-up actions to ensure compliance and completion.

Final Thoughts

Integrating IdentityCheck with SalesViewer enables businesses to perform identity checks with increased confidence and ease. By merging the capabilities of both platforms, companies can ensure secure, swift ID verifications, elevating the overall client experience.