Introduction

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Maslo, a leader in sales gamification, empowers teams to elevate their productivity. With its mission to transform how sales teams engage and succeed, Maslo focuses on enhancing competition, collaboration, and motivation among sales professionals. Now, integrate IdentityCheck to add seamless ID verification and transform your sales efforts into a secure and trustworthy client journey.

Why Connect IdentityCheck to Maslo

By integrating IdentityCheck with Maslo, you can seamlessly incorporate ID verification into your sales workflow, enhancing security without disrupting your sales momentum. Enjoy hassle-free KYC checks, reducing the time sales representatives spend verifying client identities, ensuring a streamlined process from the first contact to closing a deal. This integration helps reinforce trust and compliance effortlessly.

For instance, discover how Guardian Tax Solutions reduced onboarding time by 90% through IdentityCheck. Learn more in this case study.

Setting Up the Integration

1. Log into your Maslo account and navigate to the integrations tab.
2. Search for IdentityCheck in the available integrations list.
3. Click “Connect” and follow the prompts to authorize the integration.
4. Set your preferences for ID verification processes within the Maslo platform.
5. Run a test check to ensure the integration is operational.
6. Start using IdentityCheck within your Maslo platform!

How It Works in Maslo

Once set up, initiating an identity check in Maslo is straightforward. As a sales professional prepares to engage with a new client, they can easily trigger an ID verification from the client’s profile within Maslo. IdentityCheck quickly performs the KYC check, providing confirmation and maintaining a secure client database, ensuring that all subsequent sales interactions are built on verified trust.

Frequently Asked Questions

• How is data stored after an identity check in Maslo? All data is securely encrypted and stored in compliance with industry standards to ensure privacy and data protection.
• Can we customize the ID verification process? Yes, you can tailor the verification steps to suit your sales workflow needs, maximizing both flexibility and security.
• What if an ID verification is incomplete? IdentityCheck provides status notifications, making it easy to follow up or retry the process as necessary.

In Summary

Integrating IdentityCheck with Maslo offers unmatched efficiency and security in sales operations. By streamlining KYC checks, it ensures that every client interaction is built on a foundation of trust. Whether enhancing productivity or fortifying client relations, IdentityCheck delivers lasting value to your gamified sales efforts with Maslo.