Compass QuickFix

WHY SALESFORCE IMPLEMENTATIONS FAIL

It Is Almost Never the Platform. It Is Almost Always the Configuration.

Salesforce is a configurable platform. That flexibility is also its biggest implementation risk for small businesses. There are hundreds of ways to set it up, and most of the configuration decisions that matter — how roles are structured, how leads are routed, how cases are managed, how data is validated — are not obvious to someone configuring it for the first time.

The most common failure patterns are consistent. Roles and permissions set up loosely so everyone sees everything and nobody has a clear view of their own work. Lead routing that relies on someone manually assigning records rather than automatic rules. Case management that was never connected to the support email address so tickets still arrive in a shared inbox. Dashboards built in the first week and never updated to reflect how the business actually measures itself.

None of these are permanent problems. They are configuration decisions that can be assessed, corrected, and replaced with a standard that works. That is what QuickFix does.

WHAT'S INCLUDED IN QUICKFIX

Assessment, Remediation, and Retraining — in One Engagement.

Configuration Assessment

NovoCircle reviews your current Salesforce environment against the Compass Orient standard. We document what is configured correctly, what is misconfigured, what is missing, and what is creating problems for your team. You receive a clear picture of where your platform stands before any remediation begins.
Remediation to the Compass Orient Standard

We rebuild the elements of your configuration that are not working — roles and permissions, process automation, case management, lead routing, email templates, and validation rules — to the Compass Orient standard. Your existing data and records are preserved throughout. We do not start from scratch; we fix what needs fixing and leave what is working.
Data Cleanup and Realignment

Misconfigured platforms accumulate data problems — duplicate records, inconsistent field values, contacts without accounts, opportunities with no owner. We clean and realign your data as part of the remediation so your team starts on a clean foundation.
Live Team Retraining

After remediation, your team gets live role-based retraining sessions — covering what the platform now does for their specific role, what changed, and how to use it going forward. Scheduled live sessions, role by role, before you re-launch on the corrected platform.
Compass Subscription Activation

At the end of your QuickFix engagement, your Compass Orient subscription is live on a properly configured platform. NovoCircle continues as your platform manager — monitoring integrations, managing Salesforce releases, and supporting your team on an ongoing basis.

THE QUICKFIX PROCESS

From a Platform That Isn't Working to One That Is.

Conversation

We start with a 30-minute conversation to understand your situation — what you set up, what is not working, how your team is using the platform today, and what you need it to do. We confirm QuickFix is the right path and schedule your assessment.

Assessment

NovoCircle conducts a structured review of your current configuration against the Compass Orient standard. We document the gaps and share findings with you before remediation begins. No surprises.

Remediation

We rebuild the configuration to the Compass Orient standard. Your records and data are preserved. We clean and realign data issues identified in the assessment.

Live Retraining

We deliver live role-based retraining sessions for each of your five roles. Sessions are scheduled to fit your team's availability and run in the week before you relaunch on the corrected platform.

Relaunch

Your Compass subscription is activated on the remediated platform. Your team relaunches on a Salesforce environment that works. NovoCircle manages it from this point forward.

Before you cancel — talk to us. A 30-minute conversation is enough for us to understand what went wrong and whether QuickFix is the right path. There is no obligation.

Schedule a Conversation

Frequently Asked Questions

How is QuickFix different from starting fresh with QuickStart?

QuickFix preserves your existing Salesforce environment — your data, your records, your history — and remediates the configuration to the Compass Orient standard. QuickStart is for businesses that do not yet have Salesforce. If you have an existing Salesforce subscription that is not working, QuickFix is almost always the right path.

Will my existing data be preserved?

Yes. QuickFix works within your existing Salesforce org. Your contact records, account records, opportunities, and history are all preserved throughout the remediation. We clean and realign data quality issues as part of the engagement, but we do not start from scratch.

What if my Salesforce is really badly configured?

That is exactly the scenario QuickFix is built for. We have seen configurations that are significantly broken — duplicate records everywhere, no working automation, dashboards that show nothing useful. In every case, remediation has been the right answer. We conduct a full assessment first so you know exactly what needs to be fixed before we start.

What happens after QuickFix is complete?

Your Compass Orient subscription is live on the remediated platform. NovoCircle continues as your platform manager. The one-time QuickFix fee covers the assessment, remediation, and retraining; the subscription covers the ongoing relationship.