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.
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.
The Kilpatrick Group: Digital Transformation of Campaign Management
A full digital transformation of the core work order and campaign management process for The Kilpatrick Group, unifying Tableau, Marketo, and Marketing Cloud into a single Salesforce-native operating rhythm. Results included 180 hours saved annually on work orders and a 50% reduction in time-to-market.
Ascension Advisory: Scoping Salesforce for a Growing Advisory Practice
Ascension Advisory needed a Salesforce footprint that matched how an advisory firm actually delivers client work. Madison Ave ran a structured scoping engagement across departments, translating the firm's real workflow into a platform roadmap.
JACO Aerospace: Marketing Campaigns, OneDrive Integration, and Custom Kanban
JACO Aerospace needed Salesforce to coordinate marketing campaigns, integrate with OneDrive for asset management, and give their team a visual workflow view. Madison Ave delivered the campaign tooling, the integration, and a custom Kanban experience tuned to how the team works.
Guernsey Holding: A Quickstart Package That Unlocked the Next Salesforce Chapter
Guernsey Holding engaged Madison Ave for a Quickstart Package, our productized fixed-fee engagement. What started as a focused two-week scope became the foundation for a broader Salesforce transformation.
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