Most Trusted CRM for the Security Industry

Most Trusted CRM for the Security Industry

Verification of Personal Information

Verifying Personal Information

When setting up a recurring service, it is vital that to verify all information provided is active and accurate. RMR Cloud has features to verify that the information the customer provides is accurate active and meets any company requirements. This information is verified quickly during the sales process. Here is some of the information that is verified during the sales process.

  • Credit Verifications are often times a necessary requirement within the Security and Alarm Industry. If this is a part of the sales process for your company, RMR Cloud has the ability to integrate your normal credit verification process seamlessly into the mobile platform. This allows you to quickly generate a downloadable credit report, whether in the office on a desktop or in the field from a mobile device that will be directly linked to the account for that lead.
  • Home Address Verifications - Before installing a new system, It's important to verify that the credentials of the home owner for the adress provided are accurate. This often times requires a 3rd party service with additional fees and wait time to verify this information. With RMR Cloud we a have built in feature to verify this information directly from the mobile platform saving time, money and protecting your company from any fraudulent customers.
  • Phone & Email Verifications - In the security industry, it is vital that we verify the contact information provided is active and accurate. Contact information for the customer as well as the emergency contacts becomes very important in the event of an emergency. RMR Cloud has features to verify that the customer's contact numbers and email addresses provided are good and working. This information is verified quickly during the sales process. 

Verifying Personal Information

In this video you are going to learn how we can quickly verify the personal information that the customer provides for us right from the mobile platform.