Building a scalable Salesforce foundation for Strato Inc.

The challenge

Strato Inc. designs and manufactures products for the freight and transit rail industry across North America, with more than 140 employees working across the U.S., Canada, Mexico, Brazil, China and India. Running a global sales operation across many markets takes a CRM that sales teams can rely on. Strato's previous system failed to deliver on these needs.

The platform was not intuitive or easy to use, and it fell short of the company's practical day-to-day needs. It could not track core sales activities (leads, accounts, contacts and opportunities) in a way that surfaced meaningful insight. Sales leaders had no reliable way to see which activities were actually driving revenue, and the system could not gather or display data in a format useful to leadership or frontline sellers. Strato needed a foundation that could keep pace with a growing, multinational sales organization.

The TELUS Digital solution

TELUS Digital worked with Strato to establish a Salesforce foundation designed to scale with the business. The engagement centered on migrating the company's existing account, lead, opportunity, product and price book data out of its legacy system and into Salesforce, preserving continuity while giving the sales team a modern platform to work from.

The migration was structured to do more than replicate the old system. It set Strato up for future solution expansion, including forecasting and pricing agreement management, so the company can continue building on this foundation as its needs evolve.

The results

With the migration complete, Strato's sales team now works from a single, reliable Salesforce platform instead of a CRM that couldn't keep up with the business. Key outcomes include:

• Greater tracking efficiency of customers, deals and interactions supports stronger relationship management and sales outreach
• Meaningful reports and dashboards give sales leaders the data they need to guide strategic planning and decision-making
• A robust security model protects company data, giving the team confidence in its reliability
• A user-friendly CRM solution supports stronger user adoption across the sales organization