BACA Systems
Assembly Line
BACA Systems doubles productivity with Einstein 1 Sales
The company manages its entire sales cycle, including opportunities in Sales Cloud. In addition to giving reps easy access to their sales pipeline, Einstein 1 Sales also includes powerful AI tools to help them boost their productivity. If a rep is unsure how to progress an opportunity, Einstein recommends the next best step.
To make this possible, first BACA Systems will unlock and consolidate all of its data using Data Cloud. Then it will connect its data to Einstein 1 Sales that is used for monitoring and tracking performance for its sales reps.
Einstein Copilot will then use this data to give reps AI-driven recommendations in a trusted, secure environment. This will provide truly personalized guidance and allow the company to pull in data from cases and email conversations to ground custom prompts in Prompt Builder. For instance, a rep will be able to ask Copilot to “help me draft an email to Polly Prospect at the ABC Company.” Einstein will then reference all of the emails that have been sent to the prospect, service case notes, opportunity data, and other relevant data in Data Cloud to craft a personalized email, grounded in the context of that account.
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.