Introduction

Welcome to the seamless integration of IdentityCheck with Salesroom, the premier platform for AI-powered sales calls. At Salesroom, we enable live engagement, analytics, and automatic CRM updates, revolutionizing how sales teams operate. Through this integration, IdentityCheck enhances Salesroom’s capabilities by providing streamlined ID verification and KYC checks, ensuring secure and efficient client onboarding alongside Salesroom’s core tools.

Why Connect IdentityCheck to Salesroom

Integrating IdentityCheck with Salesroom offers powerful benefits:

• Real-Time KYC Checks: Instantly verify identity during live sales calls, enhancing client trust and compliance.
• Seamless Data Integration: Automatically integrate verified data into Salesroom’s CRM, maintaining up-to-date client profiles.
• Enhanced Sales Efficiency: Reduce administrative tasks, allowing sales teams to focus on client interaction and strategy. Learn more from our Ocho Case Study, which explores the transformative impact of IdentityCheck in tech startup environments.

Setting Up the Integration

1. Log in to your Salesroom account and navigate to the integrations section.
2. Select IdentityCheck from the list of available applications.
3. Click ‘Connect’ and follow the prompts to authorize IdentityCheck integration.
4. Navigate to ‘Settings’ to configure ID verification parameters tailored to your sales processes.
5. Test the integration with a mock client meeting to ensure seamless operation.
6. Begin leveraging the integration during live sales calls for real-time identity checks.

How It Works in Salesroom

During a sales call in Salesroom, initiate an identity verification request through the IdentityCheck feature. Within seconds, receive confirmation of the client’s identity status, automatically updating the client’s CRM profile. This streamlined process ensures that sales representatives can maintain focus on client interaction while ensuring compliance and accuracy.

Frequently Asked Questions

• Where is the verified data stored? All data is securely stored within Salesroom’s encrypted CRM system, ensuring privacy and compliance.
• Can I customize the ID verification parameters? Yes, IdentityCheck allows customization to suit your specific verification requirements.
• What happens if an identity check is incomplete? The system flags the check for follow-up, alerting the sales team to contact the client directly for resolution.

Final Thoughts

Integrating IdentityCheck with Salesroom combines powerful AI sales tools with robust ID verification, optimizing efficiency and security within your sales process. Upgrade your sales capability today and experience the future of sales engagement.