PSX: Rapidly Launching Intake While Building a Scalable Salesforce Foundation
Client name replaced with PSX for confidentiality. How Madison Ave Consulting helped a peer support services organization standardize intake in four weeks with Pulse Platform, creating a Salesforce foundation for referral management, recovery support, and scalable behavioral health operations. Challenge PSX provides peer support services for individuals navigating behavioral health challenges and substance use disorder […]
Attentive Care: Centralizing Healthcare Intake and Service Coordination on Salesforce
Some companies grow faster than the systems holding them together. Attentive Care, a growing provider of home and community-based healthcare services, faced operational friction from disconnected tools that threatened its ability to scale. To modernize intake and care delivery across its sister entities, Madison Ave led a phased migration from fragmented systems to Pulse, a […]
CareWorks ABA: Four Weeks from Spreadsheets to a Governed Intake Pipeline in ABA Therapy
About the Client CareWorks ABA is a multi-state provider of Applied Behavior Analysis (ABA) therapy for children and young adults with autism spectrum disorder. The organization delivers center-based, in-home, and community-based services across Virginia, North Carolina, and New Jersey. CareWorks differentiates itself by eliminating common treatment barriers through immediate service availability without waitlists, rapid insurance […]
Dandy: Automating Provider Onboarding and Logistics for Rapid Scale
When a dental-technology company outgrew a patchwork of disconnected tools, Madison Ave rebuilt the path from closed sale to active provider on a single Salesforce platform. Onboarding, clinician training, and hardware delivery now move in lockstep, automatically, the moment a contract is signed.
Help at Home: Transforming Care Coordination Analytics with Salesforce CRM Analytics
Help at Home needed a Salesforce CRM Analytics (formerly Tableau CRM) expert to lead report development inside their Gator system and train the internal reporting team. Madison Ave deployed a Senior Data Engineer and Certified CRM Analytics SME who built a secure, persona-based dashboard architecture for Care Coordination and left the team able to sustain it.
The Kilpatrick Group: Stabilizing Complex Tableau Reporting for the Pre-Need Insurance Market
The Kilpatrick Group's monthly Tableau reporting was failing on a cycle, held together by band-aid fixes on top of undocumented technical debt. Madison Ave deployed a dedicated Tableau expert, unraveled the data model, and stood up a rigorous QA process that turned a failing reporting cycle into a dependable executive tool.
Dandy: Rebuilding the Salesforce Foundation for High-Growth HealthTech
Dandy, a fast-growing medical technology company, hit the limits of a founder-built Salesforce instance. Madison Ave rebuilt the foundation, modernized post-sales workflows, and gave the business a platform it could scale on.
Dandy: Empowering a Salesforce Team Through Preferred Staffing Services
The Challenge Dandy’s expanding operations in the tech-healthcare space demanded a robust Salesforce strategy to support account management, business development, and customer success. By 2023, the internal Salesforce team faced more high-impact projects than they could manage alone. Dandy needed external expertise to bridge the gap, ensuring their roadmap remained on track while maintaining operational […]
Aerolase: Rebuilding Lead-to-Opportunity Handoff for a Global MedTech Leader
Aerolase, a worldwide leader in laser skin health technology, had Salesforce but their sales team was missing leads, marketing couldn't track handoffs, and territory routing was breaking every time HubSpot synced. Madison Ave rebuilt the whole lead-to-opportunity machinery over six weeks, cleaning 70,000+ leads along the way.
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Anchor Healthcare: Enterprise Case Management
Enterprise case management on the Salesforce platform for nearly 200 reps, handling inbound call response and ticket routing across a large, distributed service organization.
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