Customers
Customer stories.
Pulse deployments and Salesforce projects from Pulse Professional Services (formerly Madison Ave Consulting), each labeled so you can tell which is which.
Anchor Health doubled intake throughput without adding headcount.
Pulse deployment. Anchor Health replaced a patchwork of legacy tools with Pulse, scaled across three states and gained a 360-degree view of patients and caregivers.
2x
Caseload processed per intake rep, with no added headcount.
$200K+
Annual savings from retired legacy tools.
6 months
From kickoff to production across 3 states.
"The value is clear and resonates deeply across our entire organization. Pulse enables us to stay on the forefront of the industry." David Greenstein, CTO, Anchor Health
See how Anchor Health went from kickoff to production on Pulse in six months. Read the Anchor Health story
How to read the labels.
- Pulse deployment The customer runs Pulse. Pulse Professional Services implements every Pulse deployment.
- Services engagement Pulse Professional Services delivered a Salesforce project for the customer.
- Filters Narrow the stories below by label and by industry.
All customer stories.
PSX: Rapidly Launching Intake While Building a Scalable Salesforce Foundation
PSX, a peer support organization, launched standardized intake in four weeks on Pulse Platform, with a Salesforce foundation for recovery services.
Attentive Care: Centralizing Healthcare Intake and Service Coordination on Salesforce
Attentive Care replaced monday.com boards, Bolt intake and manual PDFs with one Salesforce platform for intake and service coordination at two entities.
CareWorks ABA: Four Weeks from Spreadsheets to a Governed Intake Pipeline in ABA Therapy
CareWorks ABA moved intake from spreadsheets to an eight-stage governed pipeline with BCBA case matching and leadership dashboards, live in four weeks.
Case Study: Americas Home Health Goes Live on Pulse in Seven Weeks
A fixed-fee engagement took Americas Home Health from contract to go-live on Pulse in seven weeks: structured intake, referral reporting, and a live HHAeXchange link.
Case Study: EOM Homecare Replaces Spreadsheet Recruiting with Pulse
EOM Homecare replaced spreadsheet recruiting with a structured caregiver credentialing workflow on Pulse, with Apploi intake automation and embedded e-signature.
Case Study: Anchor Health Doubles Intake Productivity on Pulse
Anchor Health unified recruiting, intake, and compliance on Pulse Platform: 2x caseload per intake rep, $200K+ in annual savings from retired legacy tools, and 6 months from kickoff to production across 3 states.
Dandy: Automating Provider Onboarding and Logistics for Rapid Scale
A signed contract now starts onboarding, clinician training and hardware delivery automatically on one Salesforce platform that replaced 7 legacy systems.
Help at Home: Transforming Care Coordination Analytics with Salesforce CRM Analytics
Help at Home brought in a certified CRM Analytics expert to build secure Care Coordination dashboards in Salesforce and train its internal reporting team.
The Kilpatrick Group: Stabilizing Complex Tableau Reporting for the Pre-Need Insurance Market
The Kilpatrick Group's monthly Tableau reporting kept failing. A dedicated Tableau expert, documented requirements and rigorous QA made it dependable.
Dandy: Rebuilding the Salesforce Foundation for High-Growth HealthTech
Dandy outgrew its founder-built Salesforce instance. We rebuilt the foundation and modernized post-sales workflows so the business could scale on it.
Dandy: Empowering a Salesforce Team Through Preferred Staffing Services
Dandy’s Salesforce team had more projects than it could manage. Our talent services team placed a contractor who later joined Dandy full time.
Aerolase: Rebuilding Lead-to-Opportunity Handoff for a Global MedTech Leader
Aerolase reps were missing leads and HubSpot syncs kept breaking territory routing. In six weeks we rebuilt the lead-to-opportunity handoff on Salesforce.
Anchor Health: Enterprise Case Management
Enterprise case management on Salesforce for Anchor Health: nearly 200 reps handling inbound calls and ticket routing in one consistent workflow.
PE-Backed National Agency: Service Cloud Digital Engagement
A PE-backed national agency with a complex omnichannel vision got a tailored demo and solution design for Salesforce Service Cloud Digital Engagement.
Professional Services Firm: Zendesk to Salesforce Knowledge Migration
A professional services firm moved its knowledge base from Zendesk to Salesforce Knowledge with a redesigned taxonomy and search-optimized metadata.
Publicly Listed Digital Technology Company: CPQ and Legal Ops Integrated with Case Management
A CPQ build at a publicly listed digital technology company routes contract redlines from the deal desk straight into legal-ops case management.
Edison Home Health: Growing 10x on Salesforce, Then Acquired
Over more than two years, we helped Edison Home Health run its whole business on Salesforce. It grew roughly 10x and was acquired into Help at Home.
The Hansen Foundation: Launching a Peer Recovery Program in Two Weeks on Health Cloud
With under two weeks to launch a state-approved Peer Recovery Program, the Hansen Foundation went live on Health Cloud and onboarded 40+ patients.
PCX: Moving Home Care Scheduling and Dispatch onto Salesforce Field Service
PCX, a NYC home care agency, moved hundreds of weekly in-home assessments from spreadsheets to Salesforce Field Service in a six-week implementation.
Sprinklr: Conga CLM for Customer Success and Legal Operations
Sprinklr ran global contracting on email, shared drives, Slack and paperwork. We implemented Conga CLM on Salesforce as one source of truth for 300+ users.
The Kilpatrick Group: Digital Transformation of Campaign Management
The Kilpatrick Group rebuilt work orders on Salesforce with Tableau, Marketo and Marketing Cloud: 180 hours saved a year, time-to-market cut about 50%.
Honeycomb.io: CPQ, Amendments, and the Quote-to-Revenue Rebuild
Honeycomb.io needed quote-to-revenue that could keep up with its growth. We implemented Salesforce CPQ with custom amendment, approval and template logic.
MadHive: Taming AdTech Contracts with Conga on Salesforce
MadHive runs insertion orders, credit memos and CTV product line items through Conga Contracts on Salesforce, so contracts keep pace with AdTech sales.
Help at Home: Multi-Year Salesforce Partnership Across a National Home Care Footprint
A multi-year Salesforce partnership with Help at Home spanning enterprise architecture, multi-state launch planning and ongoing 2024-2025 expansion work.
Ascension Advisory: Scoping Salesforce for a Growing Advisory Practice
Ascension Advisory scoped Salesforce department by department before building anything and left with a phased roadmap matched to how the firm works.
NNN Pro: Commercial Real Estate Operations, Delivered on Salesforce and Beyond
NNN Pro runs deals, properties and tenant relationships in one Salesforce platform, built in phases and kept aligned through Beyond Managed Services.
Dochter & Alexander: Commercial Real Estate Process Automation on Salesforce
Dochter & Alexander wanted CRM automation without flattening the relationships behind commercial real estate. We built Salesforce around how brokers work.
Moloco: Salesforce Foundations and Ongoing Partnership for a Performance Advertising Leader
Moloco’s Salesforce work runs on a Phase 1 SOW, a cleanly scoped change order and a monthly service subscription built for the pace of AdTech.
Bluecrest Recovery: Behavioral Health Operations on Salesforce with ZenCharts and Kipu
Bluecrest Recovery got a reworked two-way Salesforce-ZenCharts integration, a Kipu operations workflow and on-demand admin support for behavioral health.
Prestige Healthcare Group: Salesforce Foundation for a Multi-Service Home Care Operation
Prestige Healthcare Group needed one Salesforce platform for intake, CDPAP applicant processing and caregiver management. We scoped, built and migrated it.
JACO Aerospace: Marketing Campaigns, OneDrive Integration, and Custom Kanban
JACO Aerospace needed campaign tooling, OneDrive integration and a visual workflow in Salesforce. We delivered all three, with a custom Kanban view.
Guernsey Holding: A Quickstart Package That Unlocked the Next Salesforce Chapter
Guernsey Holding wanted to see how we worked before a larger Salesforce program. A Quickstart Package delivered an org audit, roadmap and targeted fixes.
Centers Health Care: Marketing Cloud for a Leading NY Health System
Centers Health Care, a leading NY post-acute provider, needed multi-channel patient engagement. We built SMS, email and ad engagement on Marketing Cloud.
Braun Ink: Contact Intelligence and Campaign Tagging at Scale
Braun Ink turned its Salesforce contact database into actionable segments with a documented campaign tagging model for contacts and consumers.
Florida Medical Space: A Specialized CRM for Medical Real Estate
Florida Medical Space works in medical office real estate for healthcare practices. We built a Salesforce CRM that fits how that market transacts.
Citywide Pharmacy: Salesforce for Pharmacy Operations
Citywide Pharmacy wanted Salesforce beside its pharmacy management system. We built a compliance-first foundation for patient and prescriber relationships.
WFUNA: Salesforce for a Global UN-Affiliated Nonprofit
WFUNA runs UN-affiliated programs across dozens of member countries. We built its Salesforce foundation for contacts, programs and the WIMUN flagship.
All Generation Home Care: Custom Salesforce App Development for Home Care Operations
All Generation Home Care got a custom Salesforce application for caregiver matching, acuity-based scheduling and reporting built around home care.
Community Home Care: Salesforce for Community-Based Care Delivery
Community Home Care pairs personal in-home care with enterprise-grade rigor. We built its Salesforce platform for intake, caregivers and compliance.
Enlightened Recovery: Connecting Kipu EMR to Salesforce to Scale Admissions
Enlightened Recovery, then Enlightened Solutions, linked Salesforce intake to Kipu EMR, cutting about 3 hours of manual data entry each week.
Stories previously published at madisonaveconsulting.com/success/ now live here.
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