Advisory · Ninety minutes
Sometimes you do not need a project. You need an experienced second opinion on a decision you are about to make. Bring the problem, we look at the real org together, and you leave with a written recommendation.
There is a gap between a sales call and an engagement. You have a design you want challenged, a vendor quote you suspect is wrong, an architecture decision with no obvious right answer, or an org you inherited and cannot yet read. None of that needs a statement of work. It needs ninety minutes with someone who has made the same call before and can tell you what it cost.
This is a paid session, deliberately. It is not a disguised sales meeting, so nobody has to spend the first half qualifying you. We go straight into your org, your constraints, and the decision in front of you. If the honest answer is that you do not need us, that is the answer you get.
The fee credits in full toward the audit or any build that follows. If we work together afterward, the session effectively cost nothing. If we do not, you keep the recommendation and the reasoning behind it.
Who this is for
A quote or a roadmap is in front of you and you cannot tell whether it is right.
You are confident in the direction but want it pressure-tested before you build it.
Nobody left who knows why any of it was built this way.
Capabilities
Build on the platform or integrate. Health Cloud or core Salesforce. Agentforce or an off-platform agent. The trade-offs stated in terms of what each one costs you later.
Someone else's scope, timeline, and price read by a senior consultant who is not bidding on the work.
Your data model, automation, or integration approach reviewed against how it behaves under real volume and real staff behaviour.
Whether the use case you have in mind is viable now, needs groundwork first, or is theatre. Grounded in what we run in production, including our own product.
Salesforce against the alternative you are weighing, judged on your workflow rather than a feature matrix.
A guided look through what is actually configured, so you can walk into your next leadership meeting with a defensible position.
Outcomes
Every figure below comes from a client engagement and is attached to the operating system that produced the change.
Mapped first
A cybersecurity SaaS company handed us the org their revenue ran through: built fast over years, by people who had left, with no documentation and nowhere safe to test. We mapped the whole thing before changing anything, and the mapping is what paid off: two rival systems were both deciding where credit for a deal went, two more were both assigning owners to the same records, and live buttons on their pages pointed at automation that had been switched off. They got those conflicts resolved and a written source of truth their next hire can actually read.
We built one
ApexGenius is proof we ship what we sell: the Salesforce admin MCP. It lets Claude and ChatGPT administer and develop a live Salesforce org with guardrails on what they are allowed to touch, and answers plain-English questions about what is in the org, what is connected, and what would break. When we advise you on connecting AI to Salesforce, it's because we built the thing and run it, not because we read about it. Access is logged and sensitive data redacted; the product is working toward HIPAA compliance.
GAT Solutions brought strong Salesforce and development depth, communicated clearly, delivered within the agreed timeframe, and earned the client's confidence for future work.
How we deliver
01
A short intake so the time goes into the decision rather than into background. If we need access to look at the org live, we agree what and how beforehand.
02
Working session, not a presentation. We look at your org, your proposal, or your design together and talk through the options and what each one commits you to.
03
A short summary afterward with the recommendation, the reasoning, and the next step. Yours to act on with us, with your team, or with anyone else.
Questions
