Introduction

CRM People is a cutting-edge B2B CRM software designed to empower sales teams by maximizing efficiency and driving growth. With its user-friendly interface and robust feature set, CRM People focuses on nurturing client relationships and streamlining the sales process. Its mission is to transform B2B sales through intelligent solutions and intuitive design. By integrating with IdentityCheck, you can enhance your CRM People experience with seamless identity verification, ensuring both compliance and security.

Why Connect IdentityCheck to CRM People

Connecting IdentityCheck to CRM People offers distinct advantages to your sales team. This integration provides seamless ID verification, enhancing your customer onboarding experience by simplifying the Know Your Customer (KYC) process. IdentityCheck layers an additional shield of security by ensuring you can verify identity effectively, protecting your organization against potential fraud.

A successful integration can minimize onboarding latency, as shown in a case study where Guardian Tax Solutions cut onboarding time by 90% with IdentityCheck.

Setting Up the Integration

1. Log in to your CRM People account and navigate to the integrations page.
2. Select IdentityCheck from the list of available integrations.
3. Click ‘Connect’ and authorize IdentityCheck with your CRM People account.
4. Configure your KYC check settings according to your business needs.
5. Run a test identity verification to ensure everything is set up correctly.

How It Works in CRM People

Once integrated, identity checks within CRM People are streamlined. Imagine a sales representative receiving a new lead. Upon entering the lead data into CRM People, the representative can initiate an identity verification with just one click. IdentityCheck executes the KYC check seamlessly, updating the lead profile with the verification status, thus maintaining a secure and compliant customer onboarding procedure.

Frequently Asked Questions

Where is the data stored?
Your data is securely stored and managed in compliance with GDPR regulations.

Can I customize my identity checks?
Yes, IdentityCheck allows customizations to align with your specific verification requirements.

What happens if an ID verification is incomplete?
In such cases, CRM People will alert you, allowing manual follow-up or re-verification processes.

Final Thoughts

Integrating IdentityCheck with CRM People revolutionizes how sales teams handle client onboarding. By automating identity verification, your team can focus more on building relationships and less on paperwork, ultimately driving sales efficiency. Take advantage of this synergy to elevate your business processes.