One View, Smarter Decisions: Domo + Salesforce Integration

Introduction

Our client, Thryv, provides an all-in-one business automation platform that helps small to medium-sized businesses manage marketing, CRM, scheduling, payments, and customer communications. They faced a significant challenge: their critical business processes were scattered across multiple systems, with data stored in raw formats. This fragmented setup made it difficult to consolidate information for forecasting, slowed down decision-making, and forced users to log into multiple platforms to compile reports.

By implementing a Domo + Salesforce integration, we transformed these disconnected processes into a unified, real-time data experience. With interactive dashboards embedded directly in Salesforce, Thryv now enjoys instant access to accurate, visualized insights - empowering teams across the organization to make faster, smarter, and more informed decisions.

The Challenge (Problem)

Our client’s business processes were distributed across multiple systems With one process happening in one system and the next in another. This fragmented setup made it challenging to consolidate data for forecasting and future planning. Since the data was mostly in raw format, it was difficult to visualize and interpret. Users also had to log into multiple systems just to compile and prepare data for analysis, creating delays and inefficiencies.

The Approach (Solution)

AWT proposed and implemented Domo, a cloud-based business intelligence (BI) and data visualization platform, to address these challenges.

Key Steps taken:

• Data Integration:

Connected various business process systems using a matching key to consolidate client-specific data.

• Visualization:

Transformed raw, complex data into clear, interactive dashboards that made interpretation faster and easier.

• Salesforce Embedding:

Integrated the Domo dashboard directly into Salesforce using RESTful services, allowing users to access visualized data without separate logins.

• Centralized Forecasting:

Enabled a single location for all key metrics, eliminating the need to manually switch between platforms.

The Outcome (Results):

• All-in-One Data Platform

Unified multiple sources without heavy coding, removing the need for separate ETL, visualization, and sharing tools.

• Real-Time Data Access

Live dashboards update instantly, enabling timely decision-making.

• Easy-to-Use Visualizations

Drag-and-drop dashboard creation with interactive elements accessible to all users.

• Embedded Analytics:

Dashboards integrated directly into Salesforce for seamless access.

• Data Governance & Security:

Role-based access and data lineage for compliance.

• Faster Decision-Making Culture:

Democratized data access across the organization. Anyone with the access to the data are empowered in making forecasts that will help the business strive forward.