Introduction

Discover the seamless integration of Call Assist, the app designed to instantly connect your sales team with new leads and automate follow-ups, with IdentityCheck. Call Assist’s mission to enhance sales engagement is empowered by its core features – real-time lead interaction and efficient follow-up systems. By integrating IdentityCheck, businesses can augment their ID verification processes, ensuring that sales interactions are not only timely but also secure.

Why Connect IdentityCheck to Call Assist

Integrating IdentityCheck into Call Assist can significantly enhance sales operations through improved KYC checks. Here are several benefits:

• Immediate Lead Verification: With IdentityCheck, your team can instantly verify identity during initial interactions, boosting customer confidence and compliance.
• Streamlined Compliance: Ensure that your customer interactions meet regulatory standards effortlessly, safeguarding your business against potential risks.
• Efficient Sales Workflow: Eliminate redundant data entry and speed up identity checks in Call Assist. For example, Guardian Tax Solutions reduced their onboarding time by 90%, thanks to this efficient integration.

Setting Up the Integration

1. Log into your Call Assist account and navigate to the settings page.
2. Select ‘Integrations’ from the menu and click ‘Connect’ next to IdentityCheck.
3. Authorize the connection by entering your IdentityCheck credentials.
4. Customize your KYC check parameters according to your business requirements.
5. Test the integration with a sample lead to ensure everything is functioning smoothly.
6. Start leveraging identity verification within your sales processes immediately.

How It Works in Call Assist

Within Call Assist, once a new lead is captured, IdentityCheck immediately engages to verify identity through its customizable KYC check. For instance, when a new lead connects, the app performs an instant identity check, allowing your sales team to have meaningful, secure conversations with verified leads.

Frequently Asked Questions

• Where is the data stored? All data is securely stored within IdentityCheck’s encrypted infrastructure, ensuring compliance and privacy.
• Can I customize the verification process? Yes, the integration allows for extensive customization to fit various regulatory and business requirements.
• What if an identity check is incomplete? Call Assist provides alerts for any incomplete checks, prompting a follow-up for verification.

Final Thoughts

Integrating IdentityCheck with Call Assist offers profound advantages for businesses focused on securing their sales processes while maintaining high engagement quality. Enhance your sales team’s productivity and compliance with a solution designed for real-world demands.