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.
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.
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.
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.
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.
How Sprinklr Used Conga to Optimize Customer Success and Legal Operations
Madison Ave implemented Conga CLM on Salesforce for Sprinklr, replacing a fragmented toolset of email, shared drives, Slack, and paperwork with a single source of truth for MSA, NDA, and LOF negotiation across 300+ users globally.
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.
Honeycomb.io: CPQ, Amendments, and the Quote-to-Revenue Rebuild
Honeycomb.io needed quote-to-revenue infrastructure that could keep up with developer-first product growth. Madison Ave implemented Salesforce CPQ with a custom amendment, approval, and template architecture built for a modern B2B SaaS motion.
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