Adding security right into your existing daily workflow. Rapidly introduce two-factor verification to your Salesforce or Redtail CRM with direct integration or add support for our extensive list of CRMs that support the browser extension.
Direct integration and browser extension integration. Read more about each method below.
The browser extension is available for all supported CRMs.
Redtail CRM and Salesforce are both integrated partners.
DTS Verify serves as a highly specialized product that allows you to rapidly add two-factor authentication to your Salesforce or Redtail CRM clients.
After concluding your normal knowled based verification, simply look up the client's name directly in the DTS Verify search box and trigger the verification instantly.
You will immediately be prompted to select the verified phone number or email routing pathway on file for that specific client. Once confirmed, a dynamic validation token is sent instantly.
Your client receives the validation code on their mobile device or email client. If they repeat the verification code that matches the one sent then your validation process is finished.
Start protecting your clients, your firm's assets, and your brand reputation today.