How Compass Works
From subscription to running your business on Salesforce and Microsoft in 2–3 weeks.
From Subscription to Running Your Business
Subscribe to Compass
Choose the edition that fits your business — Orient, Navigate, or Explore. Book a discovery call, confirm the fit, and subscribe. Your subscription is a 12-month commitment, billed monthly or annually.
- Book a Compass discovery call (30 minutes)
- NovoCircle confirms which edition fits your business
- Subscription agreement and onboarding begins
We Deploy Your Edition
NovoCircle deploys your Compass edition configuration — Salesforce, Microsoft 365 (if Navigate or Explore), and all edition-specific integrations. Typical deployment takes 2 to 3 weeks from kickoff.
- Environment provisioning and platform setup
- CRM configuration — pipeline, stages, objects, fields
- Email marketing flows and integration wiring
- Edition-specific platform connections (Microsoft 365, QuickBooks, Apollo, DocuSign)
You Run Your Business
After handoff, you operate on a fully configured platform — and NovoCircle stays in your stack as your managed platform partner. Your subscription includes ongoing management, configuration updates, and support.
- Handoff session with full documentation
- Training for your team on the deployed configuration
- Ongoing NovoCircle management included in subscription
What Happens During Deployment
Typical Timeline
2 to 3 weeks from kickoff to handoff. Complex environments with existing Salesforce data may take slightly longer.
What's Configured
CRM structure, sales pipeline stages, lead and contact objects, email marketing flows, and all edition-specific integrations (Microsoft 365, Apollo, QuickBooks, DocuSign).
Handoff Includes
Full configuration documentation, a recorded or live handoff training session, and a clean platform that your team can operate from day one.
Ongoing Support
Included in your Compass subscription. NovoCircle handles configuration changes, user management support, platform updates, and access questions — no separate support contract needed.
Frequently Asked Questions
Minimally. We need access credentials and a kickoff call to understand your business context. After that, NovoCircle handles the configuration work and checks in at key milestones.
If your existing Salesforce instance needs to be remediated and aligned to the Compass configuration, QuickFix ($2,100) is the right starting service. We assess, fix, and align — then hand off.
Your subscription covers NovoCircle's ongoing management of your Compass platform — configuration updates, user access support, platform updates, and support requests. It does not include net-new development or major scope additions.
Yes. Book a discovery call and we can walk you through the documentation format and what you can expect to receive at handoff.
Choose Your Edition
Each Compass edition is designed for a different stage of small business growth. Start with Orient and upgrade as your needs evolve.
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