endorsedOngoing

Salesforce & Twilio CRM Integration for Healthcare Company

Services Covered:

CRM Solutions • Application Integration • Software Maintenance and Support

Industry

Healthcare

Duration

30 months

Budget

10K - 49K

Start Date

1 February 2024

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

79/100

Good

Project Capability Score (PCS) estimates how capable KanhaSoft is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Avenue Health

United States of America

Project Summary

KanhaSoft provided CRM consulting and system-integration services for a healthcare company by customizing Salesforce and integrating Twilio to capture IVR interactions into the CRM. The team implemented a toll-free-number workflow for participants, provided ongoing maintenance, and helped maintain IPD-compliant environments. The engagement is ongoing, the vendor meets deadlines and budgets, and project management uses Asana with communication via Zoom and Google Meet.

Key Challenges

Need for CRM consulting and system integration.

Project Deliverables

Salesforce customization
Twilio integration and toll-free number setup
IVR data capture into Salesforce
Ongoing maintenance and CRM consulting

Project Solution

KanhaSoft designed and customized a CRM solution using Salesforce and integrated Twilio to assign toll-free numbers and capture IVR interactions into Salesforce. The team implemented a patient-centered workflow to collect interaction data, provided customization and configuration, and currently provides ongoing maintenance and support. The engagement has been handled by two primary KanhaSoft partners (a project manager and a CRM expert).

Project Outcome

Maintained IPD-compliant environments for client data.
Enabled scaling to handle hundreds of thousands of participant interactions.
Anticipated a 70% resolution rate for provided therapy.
Consistently met deadlines, stayed on budget, and provided 24–48 hour response times.

Platforms

CRM
API/Integration Platform

Tech Stack

Salesforce
Twilio
Asana

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to KanhaSoft's work, the client has maintained an IPD-compliant environment. The team meets deadlines, stays on budget, manages the project using Asana, and communicates through Zoom and Google Meet. Their responsiveness has impressed the client, resulting in a positive engagement.”
Mark Meyocks
President & CEO
Date: 02/18/2025