$10K → $360K+/mo
Revenue operating system behind the growth
Salesforce intake, routing, follow-up, and reporting rebuilt as one operating flow.
Salesforce + AI advisory · Architecture · Delivery
Salesforce + AI
strategy
that gets built.
GAT works with leaders to decide what to change, what to automate, and where AI belongs—then architects, builds, and launches the workflows, integrations, and systems behind the plan.
Senior guidance · Hands-on implementation · Shipped in weeks
$10K → $360K+/mo
operating growth on systems we ran
100,000+
patient messages managed
5.0
client rating
Revenue system trace
Demand → governed action → pipeline
live workflow
WebHubSpotPartnerForms + portals
OutboundApollo
Control layer
Salesforce
system of record
IdentityPermissionsLifecycle
01Rule
Capture
02Data
Enrich
03AI
Qualify
04Rule
Route
Rep brief
AI prepares context
Follow-up
Human approves action
Attribution
Campaign state updates
Advice that can be executed
Make the right decision. Then make it real.
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.
Systems we built. Outcomes they supported.
+50%
More leads converted after follow-up automation
Sequencing and Salesforce task orchestration helped the team convert more demand from the same traffic.
36×
Conversion rate after an intake rebuild
Qualification, handoffs, routing, and follow-up were redesigned end to end instead of patched one step at a time.
Engagement results shown with client identifiers withheld. Detailed scope and evidence are reviewed during diligence.
Featured system
From scattered intake to one revenue operating flow
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 that supported growth beyond $360K/month
Capture
Qualify
Route
Follow up
Report
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
Salesforce at the center. The operating stack connected around it.
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
Improve the operating system, not just the software
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
Turn demand into owned, measurable pipeline
Design the lead-to-revenue lifecycle across capture, enrichment, qualification, routing, follow-up, forecasting, and renewal.
Salesforce · CTI · enrichment · documents · billing
Capture
Qualify
Route
Convert
Case & intake management
Move every case from first contact to resolution
Replace inboxes and spreadsheets with governed intake, assignment, documents, deadlines, status, and customer communication.
Salesforce · Litify · Experience Cloud · Docrio · e-signature
Intake
Assign
Work
Resolve
Marketing attribution
Connect campaign activity to revenue
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
Source
Engage
Accept
Attribute
Service operations
Route work by urgency, ownership, and SLA
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
Receive
Triage
Serve
Learn
Org migrations
Move the business without losing the operating logic
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
Discover
Map
Validate
Cut over
Industry experience
Advice grounded in how your industry operates
AI consulting · adoption · engineering
Turn AI access into a new way of working
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
Claude
Workspace rollout and role-based adoption for deep thinking, finished knowledge work, and agentic execution.
- Claude Cowork
- Claude Code
- MCP + Skills
Work surface
ChatGPT
Business and enterprise adoption with governed access to company knowledge, approved actions, and repeatable team workflows.
- Workspace rollout
- Plugins + apps
- Custom MCP
AI-augmented delivery trace
Approved context → senior judgment → verified work
consultant owned
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
Senior GAT consultant
AdministratorDeveloperArchitectGo-to-Market Systems EngineerAI Engineer
01
Inspect
AI gathers live system context
02
Decide
Consultant sets design and risk
03
Build
AI accelerates config, code, and docs
04
Verify
Consultant tests and approves release
Architecture
Configured system
Test evidence
Release + runbook
Custom adoption or engineering
Work with GAT
Workspace rollout, workflow redesign, custom connections, RAG, chatbots, agents, governance, enablement, and ongoing operation.
Packaged Salesforce connector
Start with ApexGenius
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
From operating question to working system
01
Understand the operation
Map the workflow, the people in it, the systems involved, and the business consequence of leaving the problem unchanged.
02
Decide the right move
Compare the options and decide what to redesign, integrate, automate, replace, or leave alone.
03
Architect and deliver
Turn the recommendation into a working system with clear ownership, controls, integrations, and measures of success.
04
Make it operable
Test against the real workflow, train the team, document the decisions, and establish how the system will improve over time.
Why flexible senior coverage
Your Salesforce roadmap is bigger than one admin
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.
Depth without five hires
Administration, development, architecture, go-to-market systems, and AI are available under one engagement.
Context stays with the practice
The same practice carries decisions from the business workflow through releases and ongoing operation.
Capacity follows the roadmap
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
Start with the decision. Continue through delivery.
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
Map the problem and the right next move
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
Carry the recommendation through launch
Detailed architecture, Salesforce delivery, integrations, automation, AI workflows, testing, enablement, and a clear operating handoff.
Explore delivery services →Ongoing systems ownership
Keep the roadmap moving
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
Bring us the operating question. Leave with a clearer next move.
- You leave with
- A focused consultation with a senior systems consultant
- A current-state fit and architecture read
- A recommended path — implementation, ongoing ownership, or product