Trace before tooling
Follow real work and exceptions across people and platforms before drawing the target architecture.
Business systems · Salesforce architecture
Build the operating system—not another layer of CRM
GAT redesigns the workflows behind revenue and service, connects Salesforce to the platforms around it, and puts the result into production with ownership, controls, and measures built in.
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- 50+ Salesforce projects
- 100+ integrations
- 5.0 client rating
- 6+ years Salesforce
Common systems we build
Start with the broken business motion
A system can cross teams and platforms. These are starting points for the operating problem—not prepackaged software bundles.
System 01
Revenue systems
When this breaks
Demand exists, but the system loses momentum between the form fill and the forecast.
What changes
Every lead has a next best action, a named owner, and a visible path from first signal to revenue.
Representative platform layer
Sales Cloud
HubSpot
Apollo.io
ZoomInfo
CaptureQualifyRouteAdvance…
System 02
Case intake & management
When this breaks
Intake arrives through five doors, gets rekeyed three times, and still reaches the case team without the information needed to act.
What changes
One governed path from first request to qualified case, assigned work, generated documents, and a visible next step.
Representative platform layer
- Experience Cloud
Adobe Sign
DocuSign
Twilio
RequestCompleteTriageAssign…
System 03
Marketing attribution
When this breaks
Every dashboard is technically correct, but each one answers a different question with a different definition of revenue.
What changes
Marketing and sales share a traceable view of which programs create demand, influence pipeline, and earn the next dollar of investment.
Representative platform layer
- Salesforce Campaigns
- HubSpot
Google
LinkedIn
TagCaptureConnectCredit…
System 04
Service operations
When this breaks
The queue looks busy, but leaders cannot see which customer is at risk, why work is stuck, or whether service commitments are being met.
What changes
Every request enters a controlled queue, receives the right priority and owner, and advances against a visible service commitment.
Representative platform layer
- Service Cloud + Omni-Channel
Slack- Twilio
Jira
ReceiveRecognizePrioritizeResolve…
System 05
Salesforce org migrations
When this breaks
The migration plan knows how many records will move, but not which business rules, relationships, automations, and reports must still work on Monday.
What changes
The right history and active work arrive reconciled, users can perform critical processes, and the legacy system has a defensible retirement path.
Representative platform layer
- Salesforce Platform
- HubSpot
AWS
Bitbucket
DiscoverMapRehearseValidate…
Architecture principle
Every workflow needs four visible layers
Platform diagrams matter after these operating questions have answers. This trace keeps technology accountable to the business motion it supports.
Experience
Where does work begin?
Forms · portals · email · calls · campaigns · product signals
Decision
What should happen next?
Qualification · priority · ownership · entitlement · attribution
Action
Who or what moves the work?
Salesforce · people · Flow · Apex · integrations · governed AI
Evidence
How does the business know?
History · exceptions · SLAs · reconciliation · operating metrics
AI inside the workflow
Use judgment where it helps. Keep control where it matters.
AI can classify an unstructured request, summarize a history, find relevant knowledge, draft a response, or recommend a next action. It should not quietly become the permission model, the source of truth, or the only path through an exception.
- Ground responses in approved Salesforce context
- Require human review for consequential judgment
- Keep deterministic rules around access and updates
- Log inputs, actions, failures, and ownership
How GAT works
Architecture that reaches production
The engagement stays anchored to an operating outcome while senior consultants move across process, Salesforce, integration, data, enablement, and AI as the system requires.
Ship a vertical slice
Prove one complete path in production so value, usability, and failure behavior are visible early.
Leave an operating system
Deliver owners, controls, measures, documentation, and an improvement backlog—not consultant dependence.
Initial systems consultation
Bring us the broken handoff. Leave with the system plan.
- 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