Empowering Your Business Success

Avanta Consultancy and Training Ltd provides consulting services in the areas of Salesforce, Business Strategy, Marketing, Operations and specialising in Client Care.

Our consultants have an average of 10 years of experience in their respective fields.

Avanta Consultancy and Training Ltd specialises in the technology and financial services industries.

Our consultancy focuses on helping SJP Partners and their teams get meaningful insights from Salesforce.  That includes reviewing who is using Salesforce and how it's being used, including (but not limited to) how opportunities are tracked, how dashboards are built, and how reports are used to drive business growth rather than admin.  We show you how to make Salesforce work for you - not the other way around. 

Both. Most practices already have Salesforce in place, but often the setup doesn’t quite fit the way the team actually works. We help you review, tidy and refine your existing structure.  If you’re starting from a blank slate, we’ll design it right from day one. 

The Discovery Review is a focused two-hour session where we look at your current Salesforce setup and highlight where things can be improved.  You’ll receive a short summary of key findings, practical recommendations, and clear next steps.  It’s a fast, hands-on way to see how you can get more value from Salesforce. 

The Discovery Review is £450 (fixed fee).
If you simply want a brief introductory chat to explore whether Salesforce consultancy is right for you, we offer a free 30-minute call. 

Yes. Once the system and dashboards are in good shape, we provide tailored training so your team knows exactly how to use them.  This ensures the improvements stick - and that you get long-term value, not a one-off fix. 

Absolutely. We can either guide you through building them yourself or handle the setup for you. The goal is to leave you with dashboards that make sense, update automatically, and support your business decisions. 

No, but that’s where our experience runs deepest. Our background in financial services means we understand the structure, reporting expectations and client journey within SJP practices - which is why this service is such a strong fit. 

You’ll have a clear roadmap of what to do next. Many clients choose to have us implement the changes, build the dashboards, or train their teams.  Others prefer to take the recommendations and make the adjustments internally.  The choice is entirely yours. Add an answer to this item.