Expedite Operations with an Inventory and Order Management System

Trifecta helped Carlo’s Bakery navigate an unprecedented surge in sales with a strategic overhaul of their management systems, increasing productivity and reducing costs.

The Story



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

The coordination of discovery, development, and deployment for a single source of truth was necessary to streamline operations.

Our Work


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

Working in conjunction with the Carlo’s Bakery design team, Trifecta developed an online consultation reservation solution that provided Carlo’s consultants with customer information before the face-to-face consultation appointment.

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The Results


Trifecta’s solutions significantly improved efficiency for the entire business – including acquiring, managing and selling inventory. The new procurement system allows Carlo’s staff to leverage supplier relationships and effectively automate business processes. Their inventory system tracks raw materials for finished products sold across all Carlo’s Bake Shop retail stores and outlets. Carlo’s reps now have the ability to take orders for multiple locations through a single order management system. The cloud-based cake consultation solution has increased productivity, reduced costs, and improved the customer experience. The icing on the cake: Trifecta’s solutions gave Carlo’s Bake Shop scalable resources to handle new sales volumes, which they saw rise by 1,000 percent.

Testimonials: Include quotes or testimonials from the customer, expressing their satisfaction, positive experiences, or specific results they have achieved. This adds credibility and authenticity to the success story.

“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.”