Recruitment delays and cost overruns rarely trace back to a shortage of volunteers. They trace back to volunteer data sitting in one system while the channels used to reach volunteers operate in another. This session breaks down what it actually takes to close that gap and shows it running live.

Most recruitment tools claim to be "omnichannel," but in practice voice, SMS, WhatsApp, and email are often disconnected tools bolted together rather than one coordinated system. When volunteer data lives apart from the channels used to reach volunteers, the result is predictable: recruitment delays, cost overruns, and a funnel no one can fully see. This session shows what changes when Amazon Connect and Twilio are integrated natively inside a Salesforce-based system of record — so every call, text, WhatsApp message, consent, and appointment lives on one volunteer timeline instead of scattered across disconnected tools.

What Can You Expect

• See what "omnichannel" actually means in practice: voice/IVR, SMS, WhatsApp, and email working as one coordinated system rather than disconnected point tools.
• Watch a live demonstration of the complete volunteer journey — ad response, 24/7 IVR pre-qualification, self-service scheduling, automated reminders, and a complete audit trail, with zero manual data entry.
• See how recruiters get a unified engagement history, intelligent pre-screening and scoring, quota and segment tracking, and tools like screen-pop and guided scripts, all in one interface.
• Learn how consent management, audit trails, and compliance with HIPAA, GDPR, TCPA, and 21 CFR Part 11 are built into the platform rather than managed separately.
• Understand why a single native platform outperforms a stitched-together toolchain — continuity with Cloudbyz CTMS, eTMF, and EDC, configuration instead of custom code, and a faster path to go-live.

Key Takeaways

• A unified system of record turns recruitment from a set of disconnected tools into one coordinated engagement channel.
• Natively integrating Amazon Connect and Twilio inside Salesforce means every touchpoint updates the same volunteer timeline in real time.
• Automating the volunteer journey — from first response to appointment reminders — removes manual data entry without sacrificing oversight.
• Recruiters gain sharper visibility into who they're engaging, with pre-screening, scoring, and quota tracking built into their daily workflow.
• The business impact is measurable: faster cohort fill, higher contact and response rates, fewer no-shows, and less manual effort per enrollment.
• Compliance and audit-readiness are a byproduct of the architecture, not a separate manual process layered on top.

Who Should Attend

• Clinical Operations and Patient Recruitment Leaders: Strategies for closing the gap between recruitment data and the channels used to reach volunteers.
• Sponsors, CROs, and Panel Operations Executives: Approaches for filling cohorts faster while keeping consent, audit trails, and compliance intact.

For more information, contact us at info@cloudbyz.com.