Inventory & Order Management System

Trifecta and Carlo’s Bakery transform a 100-year-old business and dramatically improve operations with a management solution built on the Salesforce platform.

Carlo's Bake Shop

Their Challenge

For the first 100 years of its existence, Carlo’s Bake Shop had little visibility into their raw materials and semi-finished goods. The success of TLC’s reality TV show ‘Cake Boss’ resulted in a huge demand and increase in orders. 

Out-dated Operations

The 100-year-old bakery needed technology that would help them keep track of inventory, automate manual processes to digitally manage products and inventory, along with a robust product catalog to provide consistent pricing and accurate data for all products sold.

Multiple Locations

As ‘Cake Boss’ grew bigger, so did the Carlo’s brand. Within a few years, they opened multiple locations across the United States which meant they needed a way to manage the products and inventory for all of the bakeries through one centralized distribution facility. The biggest challenge was to generate a method to track order statuses and meet the increased demand while tracking their inventory.

Carlo's Consultation Website
Carlo's Bake Shop was in need of an integrated and highly scalable solution to sustain their rapid growth. ​Once we knew all of the ingredients, our team went to work.

Our Approach

We developed solutions on the Salesforce platform for an integrated product catalog, order processing, consultation/specialty cake order management, inventory management and store replenishment. The icing on the cake was a custom Heroku integrated solution that provided bi-directional flow of product and order data between Salesforce and Magento eCommerce.

Inventory & Order Management System

Carlo’s now has a centralized and accurate repository of all products which provides their customer service team with a 360-degree view of customers and their orders within Salesforce.

Working in conjunction with the Carlo’s Bakery design team, we developed an online consultation reservation solution which provided Carlo’s consultants with customer information before the face-to-face consultation appointment.
Consultation Form Heroku
​The cloud-based cake consultation solution has increased productivity, reduced costs and improved customer experience.


Our solutions significantly improved efficiency for the entire business - including acquiring, managing and selling inventory. Plus, we gave them the ability to handle new sales volumes, which they saw rise by 1,000%. 

It doesn’t get any sweeter than that!

“Trifecta has been an exceptional partner. The integrated solutions they developed on the Salesforce platform have transformed the way we do business and will improve the efficiency of our entire operation.”
Leo MinerviniChief Information Officer, Carlo's Bakery