GAT Solutions

SaaS & startups

RevOps & Salesforce for SaaS and Series A–C startups

Pipeline architecture, routing, quote-to-close, and reporting your board can read—delivered by a senior Salesforce and go-to-market systems practice for the stage where the founder-built CRM stops scaling.

Book a ConsultationSee the outcomes
  • 50+ Salesforce projects
  • 100+ integrations
  • 5.0 client rating
  • 6+ years Salesforce

Somewhere between Series A and Series C, the CRM stops being a rolodex and becomes the system your board reads. Pipeline coverage, stage conversion, ARR movement, forecast accuracy — if Salesforce can't answer those cleanly, every Monday forecast call turns into archaeology and every fundraise starts with a data cleanup.

GAT builds the revenue engine end to end: funnel architecture, lead routing and enrichment, quote-to-close, and the automation between them. We've rebuilt follow-up systems that converted 50% more leads from the same traffic. We also run our own GTM on the stack we deploy — 21 live n8n workflows from a portfolio of 59 built, and ApexGenius, our production Salesforce MCP for Claude and ChatGPT.

Engagements are senior-only and scoped in weeks, not quarters. Every build ships instrumented and documented, so your CRO, your investors, and your next RevOps hire inherit a system they can trust — not an org they'll have to gut after the next round.

Who this is for

Built for teams like yours

Sales-led B2B SaaS

Reps live in the CRM all day, yet pipeline coverage and the forecast still come from a spreadsheet.

  • Funnel and stage architecture that mirrors how deals actually close
  • Routing, enrichment, and follow-up automation — one rebuild converted +50% more leads
  • Forecast and pipeline-coverage reporting leadership actually trusts

PLG teams adding a sales motion

Signups are flowing, but nothing finds, routes, or works the accounts worth a human touch.

  • PQL scoring and routing from product signals into Salesforce
  • A sales-assist layer on top of self-serve without breaking it
  • Clean handoffs between product, marketing, and the new sales team

Post-Series-A org cleanup

The org was built by a founder at 2am, three admins ago. Nobody trusts a report in it.

  • Data model and stage redesign before bad structure calcifies
  • Release discipline that keeps the org safe to change as the team grows
  • Documentation so the next RevOps hire ramps in days, not months

Capabilities

What we build for SaaS revenue teams

Pipeline & funnel architecture

Lifecycle stages, opportunity design, and conversion tracking modeled on how your buyers actually move — from first touch to closed-won with no dark corners in the funnel.

Lead routing & enrichment

Apollo, ZoomInfo, and HubSpot wired into Salesforce with routing rules that put the right rep on a hot account in minutes — speed-to-lead measured, not assumed.

CPQ-lite quote-to-close

Products, price books, quotes, and approvals sized for a startup — the discipline of CPQ without the enterprise implementation drag, so the close never waits on the paperwork.

Board-ready reporting

Pipeline coverage, stage conversion, ARR movement, and rep performance in dashboards you can screen-share in a board meeting without a disclaimer slide.

AI workflows for pipeline hygiene

Claude and ChatGPT agents that flag stale deals, draft follow-ups, and keep fields honest — the same production AI patterns behind ApexGenius.

n8n automation

59 built n8n workflows — 21 running live in production: enrichment, alerting, CRM-to-comms handoffs, and the glue work that otherwise eats your one RevOps hire alive.

Outcomes

Numbers with stories attached

Every figure below comes from a GAT client engagement and is attached to the operating system that produced the change.

$10K → $360K+/mo

Revenue operations rebuilt around Salesforce

A services business scaled monthly revenue from $10K to $360K+ on systems GAT designed and ran — lead routing, pipeline automation, and reporting the team actually used.

+50%

More leads converted with automated follow-up

Automated sequencing and Salesforce task orchestration converted half again as many leads from the same traffic.

GAT Solutions brought strong Salesforce and development depth, communicated clearly, delivered within the agreed timeframe, and earned the client's confidence for future work.

Salesforce delivery partnership · Verified client review

How we deliver

From operating problem to a system your team can run

  1. 01

    Map the operating friction

    We start with the workflow, not the feature request—where work stalls, ownership breaks, data loses meaning, or teams compensate by hand.

  2. 02

    Build the smallest system that works

    Senior consultants design and ship the build in weeks — Salesforce, integrations, and AI where it earns its place.

  3. 03

    Make the system operable

    Documentation, enablement, controls, and instrumentation ship with the build so your team can run it and see what is working.

Questions

Frequently asked questions

We have one RevOps person. Does GAT replace them or work with them?
Work with them — and make them look great. Your RevOps lead keeps owning process and priorities; we add the Salesforce admin, development, architecture, and integration capacity a single hire can't cover, with AI augmenting how the work gets delivered. Most of our best engagements are exactly this pairing: one internal operator with GAT's broader systems practice alongside them.
When should a startup move from HubSpot to Salesforce?
When deal complexity outgrows it: multi-stakeholder deals, approval steps, quoting, territory routing, or board reporting that HubSpot's object model fights you on. Often the right answer is both — Salesforce as the sales system of record with HubSpot kept for marketing, properly integrated. We'll tell you honestly if you're not there yet.
Our org was set up by a founder. Rebuild or repair?
Usually repair. Most founder-built orgs have a salvageable core buried under improvised fields and dead automation. We audit first, redesign the data model and stages in place, and reserve full rebuilds for orgs that are genuinely unsafe to extend — it's the faster and cheaper path more often than agencies like to admit.
How does lead routing with Apollo or ZoomInfo actually work?
Enrichment fires the moment a lead enters Salesforce, then routing rules — territory, round-robin, PQL score, named-account — assign an owner and open a task or sequence in the same minute. We instrument speed-to-lead end to end, because routing you can't measure is routing you can't trust.
Can AI really keep our pipeline clean?
Yes, when it's governed. We deploy agents that flag stale opportunities, chase missing next steps, draft stage-appropriate follow-ups, and propose field updates a human approves. We run the same automation on our own pipeline — it's how a deliberately small senior firm operates like a bigger one.
What does RevOps consulting cost for a startup?
Scope drives price. Book a consultation to talk with a senior consultant, get a fit assessment for your stack and stage, and leave with a prioritized plan whether or not we work together.

Initial systems consultation

Build the revenue system your next round expects.

Book a ConsultationStart with the Audit
  • 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