Operational efficiency through better systems
GAT helps leaders find where work slows down, where systems break, and where Salesforce or AI can create value. We advise on the right move, then architect, build, and launch the system behind it.
Salesforce PartnerRevenue system trace
Demand → governed action → pipeline
WebHubSpot
OutboundApollo
Control layer
Salesforce
system of record
Capture
Enrich
Qualify
Route
Rep brief
AI prepares context
Follow-up
Human approves action
Attribution
Campaign state updates
“GAT Solutions has been a pleasure to work with and instrumental in helping us build our system almost entirely from scratch. The team is punctual, communicates effectively, and is thoughtful in its approach to finding solutions.”
Tort Experts
Go-to-market systems
“GAT Solutions was excellent to work with. We needed specific updates in our Salesforce org, and the team accomplished them quickly while providing helpful context on the issues we were facing.”
Goldfinch Health
Patient operations platform
“GAT Solutions was a pleasure to work with—easy to communicate with and knowledgeable about Salesforce and development. The team completed the project within the given timeframe, and I would definitely work with them again.”
Santagata Consulting
Salesforce delivery partnership
Advice that can be executed
GAT works with leaders to understand the operating problem, evaluate the tradeoffs, and define the smallest change that creates meaningful value. Advisory should end in a decision your team can act on—not a deck that creates another project.
When the path is clear, the same senior team can architect, build, launch, and improve it. That delivery experience makes the advice more practical, and the operating context does not disappear between strategy and implementation.
Featured system
The value was not a single automation. It was making capture, qualification, assignment, follow-up, documents, and reporting behave like one system.
Before
Manual handoffs, uneven follow-up, fragmented visibility
System
One Salesforce lifecycle with owned stages and automation
Business change
An operating foundation built to support the next stage of growth
We lead with the business lifecycle, then choose the objects, rules, integrations, and AI steps that make it dependable.
Read the system dossiers →Platform coverage
Sales Cloud, Service Cloud, and Experience Cloud connected to the marketing, service, communications, document, data, and AI tools the workflow already depends on.
Sales CloudService CloudExperience CloudSalesforce PlatformHubSpot
Slack
Twilio
Jira
DocuSign
Adobe Sign
StripeApollo
ZoomInfo
LinkedIn
Google
AWS
BitbucketChatGPTClaude
Zoom
Zapier
QuickBooks
NetSuite
Xero
Outreach
Mailchimp
Calendly
n8n
Snowflake
monday.com
NotionWhat we advise and build
Each engagement begins with a lifecycle the business needs to run. We decide what must change, where Salesforce belongs, and which surrounding systems need to connect.
Revenue systems
Design the lead-to-revenue lifecycle across capture, enrichment, qualification, routing, follow-up, forecasting, and renewal.
Salesforce · CTI · enrichment · documents · billing
Case & intake management
Replace inboxes and spreadsheets with governed intake, assignment, documents, deadlines, status, and customer communication.
Salesforce · Litify · Experience Cloud · Docrio · e-signature
Marketing attribution
Align HubSpot and Salesforce lifecycle states, campaign membership, handoffs, and attribution so marketing and sales read the same funnel.
HubSpot · Salesforce · forms · enrichment · campaign reporting
Service operations
Build case management, queues, entitlements, escalations, knowledge, and AI assistance around how the service team actually operates.
Service Cloud · Email-to-Case · Slack · knowledge · Agentforce
Org migrations
Map data, automation, permissions, integrations, and reports before cutover—then reconcile the new org against the business process.
Org consolidation · legacy CRM · data migration · CI/CD
Industry experience
AI consulting · adoption · engineering
GAT helps teams adopt Claude and ChatGPT, connect them to real systems, and build the governed workflows, RAG, agents, and chat experiences that off-the-shelf tools do not provide.
We are product- and model-aware, not vendor-led. The operating job determines the workspace, connection pattern, controls, and level of custom engineering.
Work surface
Workspace rollout and role-based adoption for deep thinking, finished knowledge work, and agentic execution.
Work surface
Business and enterprise adoption with governed access to company knowledge, approved actions, and repeatable team workflows.
AI-native delivery trace
Approved context → senior judgment → verified work
Approved client context
The connected systems remain the source of truth.
SalesforceHubSpotJiraSlack
ApexGenius · Salesforce MCP
Custom MCP + APIsOAuth + least privilegeAI workbench
ClaudeChatGPTContext retrieval, analysis, drafts, tool use, and execution support.
Accountable owner
Inspect
AI gathers live system context
Decide
Consultant sets design and risk
Build
AI accelerates config, code, and docs
Verify
Consultant tests and approves release
Custom adoption or engineering
Workspace rollout, workflow redesign, custom connections, RAG, chatbots, agents, governance, enablement, and ongoing operation.
Packaged Salesforce connector
The Salesforce MCP GAT built so teams can work with records, metadata, and approved actions from Claude or ChatGPT.
Claude and ChatGPT marks identify supported AI work surfaces. GAT is an independent consultancy; no vendor endorsement is implied.
How GAT works
01
Map the workflow, the people in it, the systems involved, and the business consequence of leaving the problem unchanged.
02
Compare the options and decide what to redesign, integrate, automate, replace, or leave alone.
03
Turn the recommendation into a working system with clear ownership, controls, integrations, and measures of success.
04
Test against the real workflow, train the team, document the decisions, and establish how the system will improve over time.
Why flexible senior coverage
The work changes shape. One month needs architecture and integration depth; the next needs administration, reporting, adoption, or AI engineering. GAT keeps the operating context intact while the specialist mix flexes.
Administration, development, architecture, go-to-market systems, and AI are available under one engagement.
The same practice carries decisions from the business workflow through releases and ongoing operation.
Scale depth for a launch, then flex to the ownership and improvement work the system needs next.
GAT Solutions helped build the Salesforce system almost entirely from scratch, with thoughtful solution design, clear communication, and dependable delivery.
Ways to work with GAT
Begin with the operating question in front of you. Engage GAT for the recommendation, the implementation, or the long-term ownership needed to keep the system useful.
Advisory + roadmap
Workflow discovery, option analysis, platform and AI decisions, target-state design, and a prioritized roadmap your team can act on.
Start with a working session →Architecture + implementation
Detailed architecture, Salesforce delivery, integrations, automation, AI workflows, testing, enablement, and a clear operating handoff.
Explore delivery services →Ongoing systems ownership
Flexible senior coverage to operate the platform, guide new decisions, ship improvements, and preserve the context behind the system.
Explore ongoing ownership →Initial advisory working session
