Revolt Healthcare Alliance

The Overview


Healthcare, Insurance, Finance


Sales Cloud, Community


  • 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


  • 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


  • Client saw a successful adoption of end users that immediately started using the platform at Go Live

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