For more information on Aidentified, pleaser refer to the available details on www.aidentified.com.
- Connect Aidentified to Chime
- Using the Integration
- Email Alert
Connect Aidentified to Chime
To set up the integration between Aidentified and Chime, please follow the steps below.
(a) Log into Aidentified at https://app.aidentified.com/
(b) Click on the "Connect" icon found on the top menu, scroll down to the “Export” section, and then click on the Chime logo. Add your Chime login credentials (email and password), and click on the blue "Submit" button. Please note that only one CRM can be in use at a time with Aidentified. If you would like to connect Chime, you will have to disconnect any already connected.
(c) If the account has integrated correctly, you will see a confirmation message like this:
Using the Integration
The following are the main features available with the M2 platform:
Connect Aidentified to LinkedIn
This feature is very powerful as it allows for you to bring in your LinkedIn network and other connections to Aidentified and find out how you might connect to new prospects coming into new wealth via your network. To set this up, follow these steps:
Click on Connect > LinkedIn > Follow the indicated steps on that page.
Once you have completed the above steps, click on Relationship Intelligence on the top menu. Then find the Overview tab below the main search bar. On this page you will see information summarizing everything from LinkedIn and other connection imports. This same import process can be repeated to update the information (duplicate data will be merged).
Track wealth events happening in and around your network with Money in Motion Overview.
The Prospect Finder can be used to find unique prospects with possible relationship paths from your database and Aidentified’s 100B+ AI-mapped relationships. Use extensive filters to find qualified prospects:
Discover deep insights about prospects by clicking into a profile. You will see information about their career, annual salary, wealth segment, household information, interests, and more. Possible relationship paths will be highlighted so you can always have a warm introduction to a possible new client.
Geo-farm neighborhoods or pockets you work in and identify residents with a higher likelihood of buying or selling by searching for specific demographic details with the Map View
Aidentified to Chime
You can easily send a group or individual records to Chime, by selecting the box to the left of the prospects name and selecting “Add to Chime”.
You can also find the Chime integration button within profiles.
Money in Motion will trigger an email alert that is sent out every 2-3 days with information that might be useful to review. It's called the "M2 Wealth Alert." It includes categories such as the following:
- Capital Raised
- Shares Sold
- Events by State
The email is sent from Money In Motion Wealth Alert <email@example.com>
Can users push an unlimited amount of leads from Aidentified to Chime?
Users are allotted 2,400 credits annually. Users can use these credits as they please, and if needed, they may upgrade their account for more credits.
Is it possible to do a bulk push of data from Aidentified to Chime?
Yes, users can push an unlimited amount of records from Aidentified to Chime.
Does the data from Aidentified go through any comparison to a DNC list? Are there any restrictions on reaching out to leads found in Aidentified?
Aidentified does not currently scrub leads and compare them to a DNC list. This is the responsibility of each Aidentified user to make sure they are abiding by all U.S. and state regulations and are tactful and professional in how they reach out to individuals.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.