Client Success

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Real outcomes. Real clients. Senior-only delivery.

Anchor Health Puts Agentforce to Work in the Field
Healthcare & Life Sciences ·Agentforce · Pulse Platform

Anchor Health Puts Agentforce to Work in the Field

Six months after standing up Pulse Platform, Anchor Health's next frontier was Agentforce: bringing AI agents into the field sales motion for caregiver recruiting, patient intake, and compliance. Same team. Same white-glove delivery. New platform, new ceiling.

Client: Anchor Health
MadHive: Taming AdTech Contracts with Conga on Salesforce
Media & AdTech ·Conga · Sales Cloud

MadHive: Taming AdTech Contracts with Conga on Salesforce

MadHive runs in the fastest-moving corner of advertising, connected TV and programmatic. Their contracts couldn't keep up. Madison Ave implemented Conga CLM on Salesforce so IO management, credit memos, and product line items lived in one system built for their pace.

Client: MadHive
Help at Home: Multi-Year Salesforce Partnership Across a National Home Care Footprint
Healthcare & Life Sciences ·Health Cloud · Sales Cloud

Help at Home: Multi-Year Salesforce Partnership Across a National Home Care Footprint

Help at Home runs one of the largest home care operations in the country. Madison Ave has been their senior Salesforce partner across enterprise architecture, multi-state launch plans, and ongoing 2024-2025 expansion, supporting the complex clinical and operational reality of at-scale home health.

Client: Help at Home
Ascension Advisory: Scoping Salesforce for a Growing Advisory Practice
Professional Services ·Sales Cloud

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.

Client: Ascension Advisory
NNN Pro: Commercial Real Estate Operations, Delivered on Salesforce and Beyond
Real Estate ·Sales Cloud

NNN Pro: Commercial Real Estate Operations, Delivered on Salesforce and Beyond

NNN Pro runs a commercial real estate operation where deals, properties, and tenant relationships all need to live in one system. Madison Ave implemented a phased Salesforce foundation, then extended it with Beyond (long-term managed services) to keep the platform aligned with the business.

Client: NNN Pro
Dochter & Alexander: Commercial Real Estate Process Automation on Salesforce
Real Estate ·Sales Cloud

Dochter & Alexander: Commercial Real Estate Process Automation on Salesforce

Dochter & Alexander wanted the automation advantages of a CRE-native CRM without losing the relationship-driven pace their business runs on. Madison Ave mapped the process end-to-end, scoped the solution, and built a Salesforce platform that fits how brokers actually work.

Client: Dochter & Alexander
Moloco: Salesforce Foundations and Ongoing Partnership for a Performance Advertising Leader
Media & AdTech ·Sales Cloud

Moloco: Salesforce Foundations and Ongoing Partnership for a Performance Advertising Leader

Moloco runs ML-powered performance advertising for mobile-first businesses at global scale. Madison Ave partnered with them on Phase 1 Salesforce scope, an agency change order, and an ongoing monthly service subscription, matching the cadence of a fast-moving advertising business.

Client: Moloco
Bluecrest Recovery: Behavioral Health Operations on Salesforce with ZenChart and KIPU
Healthcare & Life Sciences ·KIPU · Sales Cloud

Bluecrest Recovery: Behavioral Health Operations on Salesforce with ZenChart and KIPU

Bluecrest Recovery runs behavioral health treatment where clinical data and operational data have to talk. Madison Ave reconfigured their Salesforce-ZenChart integration, built out a KIPU workflow, and delivered the admin-on-demand partnership that keeps the platform stable.

Client: Bluecrest Recovery
Prestige Healthcare Group: Salesforce Foundation for a Multi-Service Home Care Operation
Healthcare & Life Sciences ·Sales Cloud

Prestige Healthcare Group: Salesforce Foundation for a Multi-Service Home Care Operation

Prestige Healthcare Group needed a Salesforce platform that could hold intake, CDPAP applicant processing, and ongoing caregiver management in one place. Madison Ave scoped, built, and migrated the data to make it happen.

Client: Prestige Healthcare Group
JACO Aerospace: Marketing Campaigns, OneDrive Integration, and Custom Kanban
B2B SaaS ·Marketing Cloud · Sales Cloud

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.

Client: JACO Aerospace

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