Client Success

Real outcomes. Real clients.

Real outcomes. Real clients. Senior-only delivery.

Case Study

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 […]

Client: Dandy
Aerolase: Rebuilding Lead-to-Opportunity Handoff for a Global MedTech Leader
Healthcare & Life Sciences ·HubSpot · Sales Cloud

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.

Client: Aerolase
Anchor Healthcare: Enterprise Case Management Snippet
Healthcare & Life Sciences ·Service Cloud

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.

Client: Anchor Healthcare
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Professional Services ·Service Cloud

PE-Backed National Agency: Service Cloud Digital Engagement

A custom-tailored demo and solution design of Salesforce Service Cloud Digital Engagement for a PE-backed national agency with a complex omnichannel service vision.

Client name withheld
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Professional Services ·Service Cloud · Zendesk

Professional Services Firm: Zendesk to Salesforce Knowledge Migration

Full migration of a corporate knowledge base from Zendesk to Salesforce Knowledge, including content restructuring and search-optimized taxonomy, executed by a team that has lived the same migration internally.

Client name withheld
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Enterprise Software ·Conga · CPQ

Publicly-listed Digital Technology Org: CPQ + Legal Ops Integrated to Case Management

CPQ implementation at a publicly-listed digital technology organization, with an integrated legal-operations workflow connecting deal-desk activity directly to case management.

Client name withheld
Pulse Platform Doubles Productivity for Anchor Health
Healthcare & Life Sciences ·Agentforce · Pulse Platform

Pulse Platform Doubles Productivity for Anchor Health

Anchor Health unified recruiting, intake, and compliance on Salesforce using Pulse Platform (by Madison Ave). The result: $50,000+ in annual licensing savings, 2x intake throughput per rep, and a true patient and caregiver 360-degree view.

Client: Anchor Health
Edison Home Health Grew 10x on Salesforce, Then Got Acquired
Healthcare & Life Sciences ·DocuSign · Health Cloud

Edison Home Health Grew 10x on Salesforce, Then Got Acquired

Over a two-year partnership, Madison Ave helped Edison Home Health evolve Salesforce from a sales and marketing tool into the operating system for the entire business. The company scaled 10x and was acquired into Help at Home.

Client: Edison Home Health (acquired by Help at Home)
The Hansen Foundation: Launching a Peer Recovery Program in Two Weeks on Health Cloud
Healthcare & Life Sciences ·Conga · Field Service Lightning

The Hansen Foundation: Launching a Peer Recovery Program in Two Weeks on Health Cloud

When New Jersey approved the Hansen Foundation's Peer Recovery Program with a two-week runway to launch, Madison Ave stood up Salesforce Health Cloud, trained the coaching team, and put 40+ patients and 100+ recovery goals into the system using our MX1 delivery methodology.

Client: The Hansen Foundation (Enlightened Solutions)
Healthcare & Life Sciences ·Field Service Lightning · Service Cloud

Salesforce FSL Reshapes Home Health: AI Dispatch, Scheduling, and Care Compliance

A NYC home care agency serving South Asian communities needed to scale from hundreds of weekly in-home patient assessments on spreadsheets to a compliant mobile-first operation. Madison Ave redirected them from the wrong Salesforce product to the right one, and shipped the implementation in six weeks.

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