Teams receive data management coaching with the Premier Success Plan.
BACA Systems knows that the key to using AI in its business lies in the quality of its data. It partners closely with Salesforce experts, as part of its Premier Success Plan, who provide guidance and recommendations on how to properly manage its data, including how to identify and fix quality issues.
Expert coaching sessions, included with Premier, also help team members build expertise and quickly get up to speed on Salesforce products, features, and capabilities.
AppExchange apps transform delivery operations.
The company set up a complete delivery management system by integrating AppExchange apps Bringg and Rootstock ERP with Salesforce. Now, BACA Systems has better control over its delivery operations with fewer errors and increased automation on previously manual tasks, such as creating and printing shipping labels, as well as tracking of all shipping records. The team implemented this new solution in less than 24 hours without disruption of the day’s ongoing deliveries. As a result, the company has saved 5–8 minutes per order and all shipping activities have an accuracy rate of 99.9%. The time savings is equivalent to 15 workdays per month, or the workload of a full-time employee. The flexibility of the solution also permits BACA Systems to support expansion in the future.
Your Account app simplifies account management and purchasing.
BACA Systems uses the Your Account app, Salesforce’s ecommerce subscription management tool. The company can purchase more Sales Cloud or Service Cloud licenses and get copies of order forms, terms, and other important documents all in one place. BACA Systems can also update its contract with Salesforce; fill out billing contact information; and view, download, and pay invoices. Now, BACA Systems' admin team spends less time on these administrative tasks and more time planning for its next phase of innovation with Salesforce.
Custom apps and integrations built in Flow save time and money.
BACA Systems uses Salesforce flows to handle a variety of tasks, from accounting to inventory and manufacturing to service. Flows are custom apps created with the Flow Builder tool that provide point-and-click automation across the Salesforce platform. By replacing the need for manual coding with integrated, prebuilt solutions, flows not only save developers time and resources but provide clear overviews of business processes. And BACA Systems can develop functional solutions in under two days with flows.
For example, BACA Systems uses Flow to integrate with third-party software licensing service Zentitle. This automated flow activates robots and accurately charges customers, preventing loss of revenue. BACA Systems now has a single point of management for its licensing system, entirely in Salesforce, eliminating the need to navigate to Zentitle’s portal. It has successfully implemented 231 custom flows and 250 flows from managed packages, demonstrating how low-code tools on the Einstein 1 Platform, like Flow Builder, can lead to time and cost savings.
In the future, BACA Systems plans to use generative AI to quickly build prototypes for speeding up app development and improving coding efficiency for developers who still need to write traditional code.
AI will help shape future strategy.
BACA Systems plans to unlock key insights for its business with Einstein Discovery to power its manufacturing operations and supply chain. It is working to develop Einstein Discovery models that will help with inventory and purchasing decisions so the company can order from the right vendor at the right time — and get the right amount of inventory, all powered by insights from historical data in Salesforce.
