CRM Masters

CiviQuo Salesforce Implementation

Overview

CiviQuo is the first residency and citizenship by investment (RCBI) portal which focuses on bringing together the largest selection of RCBI programmers, agents, and intermediaries in an easy way. The company takes pride in providing the highest level of transparency, freedom and personalization to individuals interested in obtaining alternative residency and citizenship. CiviQuo provides you with the freedom that best suits your needs.

Client: CiviQuo

Services: Residency and citizenship by investmentĀ 

Industry: Investment

Via: Salesforce

Challenge

The platform brings together a large selection of programmes, licensed agents and intermediaries from around the world, enabling each to showcase their offering in a very simple, transparent and straightforward manner. The company also wanted that any individual interested in RCBI programmes need not browse through many different sites to find relevant information but can use CiviQuo as a resource to find information on programmes and service providers.

Solution

Our client needed to move fast to avoid delays and was looking for an experienced partner with deep expertise in Salesforce and SaaS platform development that could grasp their idea quickly. They needed to continue development and eventually increase productivity. CRM Masters delivered some very unique solutions that helped the company move forward with its plans thereby increasing the revenue. These are some of the solutions that were the part of the solutions: CRM masters implemented an E-Marketplace, End to End solution, from website to backend (Salesforce). The team also implemented integration of Portal (WordPress Website) with Salesforce and Implemented Partner Community for service providers or Agents. The research team helped with Integration with DDIQ. Integration with 3CX and Adobe Sign helped the client in better management of the tasks.

Results

The company now has a feature that any individual interested in RCBI programmes does not browse through many different sites to find relevant information but can use CiviQuo as a resource to find information on programmes and service providers. A key feature of CiviQuo is that service providers who feature on the website need to disclose the professional fees they will be charging. Once clients have filed their RCBI application, they can also rate the service provider used. CiviQuo brings a new transparent formula that eases the process for individuals and transforms the way agents market themselves.

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