Discover Seamless Integration: IdentityCheck and Runo CRM

Runo CRM prides itself on delivering a mobile CRM experience focused on enhancing your calling and sales activities, ensuring teams are empowered to close deals faster and smarter. With its core features designed to streamline lead management, optimize call functions, and enhance team collaboration, Runo CRM is at the forefront of efficient customer relationship management. By integrating IdentityCheck, users can seamlessly incorporate robust ID verification processes to enhance security and compliance, ensuring every client interaction is verified and authentic.

Why Connect IdentityCheck to Runo CRM

The integration of IdentityCheck into Runo CRM brings several significant benefits:

• Streamlined Processes: Automatically verify identities during contact entries, ensuring you deal only with legitimate leads, thereby improving call efficiency.
• Enhanced Security: Protect your sales data and client information with rigorous identity checks in Runo CRM, maintaining compliance and building trust.
• Cost and Time Efficiency: Implementing this integration helps you save time and reduce verification costs, analogous to how Guardian Tax Solutions achieved a 90% reduction in onboarding time using IdentityCheck.

Setting Up the Integration

1. Log into your Runo CRM account and navigate to the integration settings.
2. Select “IdentityCheck” from the list of available integrations.
3. Follow the on-screen instructions to connect your IdentityCheck account.
4. Configure the ID verification settings to match your business requirements.
5. Test the integration with a sample client entry to ensure correct setup.
6. Save your settings and begin leveraging IdentityCheck within Runo CRM.

How It Works in Runo CRM

Once set up, IdentityCheck operates seamlessly within Runo CRM. For example, as soon as a new lead is added, Runo CRM will trigger an automatic KYC check. Any discrepancies are flagged instantly, allowing your team to address potential fraud risks before proceeding. This ensures that your sales processes remain secure and efficient.

Frequently Asked Questions

Where is the data stored? All verification data is securely stored and encrypted within Runo CRM’s secure servers, compliant with industry standards.

Can I customize the ID verification process? Yes, IdentityCheck offers customizable verification workflows that can be tailored to your business needs.

What happens if the identity check is incomplete? If an ID check in Runo CRM is incomplete, it remains flagged for your review, ensuring follow-up actions are taken promptly.

Final Thoughts

Integrating IdentityCheck with Runo CRM elevates your customer management by ensuring each interaction begins with a trusted identity verification process. This not only enhances security but also optimizes your sales operations, paving the way for smarter and more efficient customer engagement. Start today and transform your sales strategy.