Revolt Healthcare Alliance
The Overview
Industry
Healthcare, Insurance, Finance
Products
Sales Cloud, Community
Challenge
- Lacked a CRM to track their agents and relationships between agents and customers as well as agent productivity
- Previous agent portal was not user friendly and straightforward where agents could go and enroll and engage their customers
- Needed a solution for marketing automation and unique forms for lead generation for individual agents
Solution
- Built out an agent community with highly detailed guidance for success path for the agents as the end-user
- Implemented Sales Cloud to tie relationships between agents, referred agents, and clients
- Integrated unique Agent forms for each agent to bring in leads and agent information into Pardot for marketing automation and lead tracking
Results
- Client saw a successful adoption of end users that immediately started using the platform at Go Live
Discuss your Salesforce needs on a free 30 minute consultation
