Integrating IdentityCheck with Salesgear for Enhanced Sales Communication

Visit the Salesgear website to explore how this all-in-one platform empowers sales teams to seamlessly send emails, make calls, and connect via LinkedIn. With the mission of simplifying sales communication, Salesgear transforms outreach into streamlined, productive processes. By integrating with IdentityCheck, your team can elevate these features with secure ID verification, fortifying client interactions with confidence and compliance.

Why Connect IdentityCheck to Salesgear

Integrating IdentityCheck into Salesgear offers significant advantages. Firstly, it ensures secure and compliant communication through robust identity verification. This added layer of security fortifies trust in business dealings and protects both your brand and clients. Additionally, the integration simplifies KYC checks, enhancing the efficiency of client onboarding and management directly within the Salesgear platform. Learn how businesses benefit from such integrations in the Lexidy Legal Services case study, leveraging IdentityCheck to revolutionize their legal services online.

Setting Up the Integration

1. Log into your Salesgear account.
2. Navigate to the ‘Integrations’ section in your dashboard.
3. Search for ‘IdentityCheck’ and click ‘Connect’.
4. Enter your IdentityCheck API key and any required credentials.
5. Confirm the permissions requested by both applications.
6. Test the integration with a sample identity check in Salesgear.

How It Works in Salesgear

Within Salesgear, once the integration is active, conducting ID verification becomes part of your normal workflow. For example, when sending an introductory email to a new lead, you can initiate an identity check directly from the email interface. Provide a simple prompt that requests the lead to verify identity, ensuring that your communication remains both personalized and secure.

Frequently Asked Questions

Where is the data stored?

All identity verification data processed via IdentityCheck is securely stored on encrypted servers compliant with industry standards.

Can I customize the verification process?

Yes, you have the flexibility to customize the ID verification prompts and criteria to align with your business needs.

What happens if a verification check is incomplete?

If a verification check remains incomplete, you’ll receive a notification, allowing you to follow up and encourage the client to finalize the process promptly.

Final Thoughts

Integrating IdentityCheck with Salesgear not only enhances security through meticulous identity checks but also streamlines your sales communications. By embedding this integration, your sales team gains the dual benefit of efficiency and trust, paving the way for more secure, compliant, and successful client engagements.