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.
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.
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.
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.
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