In today's digital era, businesses are constantly seeking solutions that enhance efficiency and ensure the validity of customer data. One breakthrough in this realm for enterprises using Zoho CRM is the integration of a powerful extension - PAN Details Retrieval. This LinkedIn article will highlight the key features and business use cases of the PAN Details Retrieval for Zoho CRM, aiming to inform and guide potential users about its unparalleled benefits.
Key Features of PAN Details Retrieval:
- Ease of Validation: Users can validate and retrieve PAN details effortlessly, which is pivotal for businesses in India where PAN is a critical identifier .
- Automatic and Manual Validation: Based on preference, users can select to validate PAN details automatically upon installation, or opt for manual validation as per the requirement .
- Elimination of Fraud: The extension assists in filtering fake and duplicate identities, ensuring that only genuine customer information is preserved .
- High Volume Validation: Users can validate up to 1000 PAN details per month, aligning with the needs of growing businesses. Additionally, a free trial version supporting 20 validations is available for those wishing to try the service before full-fledged implementation .
- Customizable Fields: New fields such as PAN Number, PAN Details, and PAN Status have been added to the Leads and Contacts Modules, allowing for more detailed record-keeping and verification status insights.
- Identity Verification for Financial Compliance: Businesses that require stringent identity checks for financial compliance can use the extension to ensure that all customer PANs are verified accurately.
- Data Integrity in Sales and Marketing: Sales and marketing teams can leverage verified PAN details to maintain the integrity of their customer data, thereby improving the quality of their CRM records.
- Streamlining Onboarding Processes: HR departments can incorporate PAN verification into their employee onboarding process, using Zoho CRM as a single source of truth.
- Reduction in Manual Data Entry: By automating PAN verification, companies can significantly reduce the man-hours spent on manual data entry and verification processes.
Nexivo's PAN Details Retrieval for Zoho CRM extension brings forth an invaluable tool for businesses that deal with PAN information as part of their operations. With its key features supporting both manual and automatic validation of vast quantities of data, alongside new fields tailored to capture PAN information, businesses can enhance their efficiency, security, and compliance with ease.
