Depth without five hires
Administration, development, architecture, go-to-market systems, and AI are available under one engagement.
Streamline
operations.
Accelerate growth.
GAT Solutions LLC helps healthcare and growth teams streamline operations, connect systems, automate manual work, and adopt AI safely. We are a Fort Lauderdale-based Salesforce consulting firm that designs, builds, and supports the systems behind those workflows.
HIPAA compliant
Client reviews
“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
Care navigation
“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
Behavioral health implementations
What we run
Two operational engines, one nervous system
Every engagement lands in one of three places. Every page ends at the same next step: the audit.
Pillar 01
Healthcare Operations
Patients and cases: EHR integration, admissions automation, patient messaging, and case routing for behavioral health and care navigation teams.
- 100+
- Document types that fill themselves
- Entered once
- Patient data, across both systems
- Every morning
- A census the business can trust
Pillar 02
Revenue Operations
Leads and pipeline: routing that fires in seconds, the GTM stack integrated, and attribution leadership can trust.
- $10K → $1M/mo
- Grown on systems we ran
- 36×
- More of the same traffic converted
- 8+
- Partner firms delivered to, unattended
The connecting layer
Communications
SMS, chat, email, Slack, Teams: every message wired into Salesforce, whether it comes from a patient or a pipeline.
- Every channel
- SMS, chat, email, Slack, Teams
- One timeline
- Beside the record it belongs to
- Logged
- Every access, ready for compliance
Advice that can be executed
The recommendation and the build stay connected.
We work 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
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
Five stages, five handoffs, nobody owning the gaps.
Capture
Shared inbox
Qualify
Judgment call
Route
Manual assign
Follow up
Ad hoc
Report
Rebuilt monthly
One operating flow
Same five stages, connected, with an owner on each.
Capture
One front door
Qualify
Owned criteria
Route
Rules on write
Follow up
Scheduled
Report
Always current
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 Platform
HubSpot
Slack
Twilio
Jira
DocuSign
Adobe Sign
Stripe
Apollo
ZoomInfo
LinkedIn
Google
AWS
Bitbucket
ChatGPT
Claude
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
Salesforce AI economics
Before you buy Agentforce, find out what it will really cost
Agentforce is billed in flex credits against what your agents actually do, so the price depends on how the work is built, not on how many seats you sign for. We model it with you first, including the case for not buying it yet.
Is this workflow worth automating at all?
Plenty of work that looks like an AI problem is really a process problem. Fixing the process first is cheaper and often ends the conversation.
Is your data ready to ground it?
Agents answer from the data layer underneath them. We scope what Data Cloud and Data 360 would need to carry, and what that adds to the bill, before anyone commits.
What will it actually consume?
Agentforce bills in flex credits against real usage, not seats. We model your volumes against the published rates so the number comes from your workflows.
Buy, defer, or build it somewhere else?
Sometimes the answer is a smaller build off-platform, and sometimes it is to wait a quarter. You get the recommendation either way.
How we work
Four steps, and you know the price before the third one
The same process on every engagement, from a single integration to a platform rebuild.
Free
Discovery
We read the org and the problem before anyone quotes anything. Our tooling maps what is actually configured, and a conversation covers what it costs you today. You keep the findings whether or not we work together.
You pay nothing
Fixed before we start
Scoping
The findings become a defined piece of work with a price and acceptance criteria you can check yourself. Anything we cannot describe objectively does not go in the scope.
The price is set here
Senior, milestone by milestone
Delivery
We ship against those milestones. You see working software at each gate rather than a status report, and payment follows what has been proven rather than time spent.
Per milestone shipped
Monthly, ongoing
Ownership
Systems decay quietly when nobody owns them. A monthly plan keeps yours healthy, improving, and moving with the business instead of drifting away from it.
One monthly plan
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. We keep the operating context intact while the specialist mix flexes.
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 together
Start with the decision. Continue through delivery.
Begin with the operating question in front of you. Engage us 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 consultation
Most orgs are paying people to do work the system should be doing.
Free, 30 minutes, no obligation.
- You leave with
- An org health read: what is solid, what is fragile, the cost
- An AI-readiness map for your real workflows
- A prioritized roadmap with a fixed quote for the next phase
Mapped firstA revenue org nobody documented, made safe to change