Small Business
Salesforce Is the Right CRM. But It Won’t Work Without This.
You’re about to go live on Salesforce. Or you’ve been thinking about it for a while, and you’re…
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COMPASS QUICKSTART · MANAGED DEPLOYMENT · $1,850 FIXED FEE
$1,850 fixed fee · Compass subscription from $267/mo
Your Salesforce Deployment, Handled. Start Right.
You have decided Salesforce is the right platform. NovoCircle handles your complete Salesforce deployment — from org setup through to live team training — as a fixed-fee engagement. At the end, your Compass subscription is running on a platform that works, and your team knows how to use it.
WHAT'S INCLUDED IN QUICKSTART
Everything From a Blank Org to a Running Business Platform.
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Salesforce Setup
NovoCircle sets up your Salesforce org and configures it to the full Compass Orient standard — the same configuration every Compass customer runs on. Five roles, all core business objects, automated lead routing, customer issue management with response time commitments, outreach email templates, and internal task automation. Your business processes are running from day one.
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Data Migration
Your existing contacts and accounts — whether they are living in a spreadsheet, another CRM, or a combination of both — are cleaned, formatted, and imported into your new Salesforce environment. You start with your real customer data in the platform, not a blank database.
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Live Team Training
Every role on your team gets live, role-specific training before you go live. Not a video library to work through on their own — a scheduled live session for each role, covering exactly what that person needs to do their job on the platform. Your Owner, Office Manager, Sales, Marketing, and Customer Service team members all go live knowing how to use Compass for their specific responsibilities.
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Compass Subscription Activation
At the end of your QuickStart engagement, your Compass Orient subscription is live. NovoCircle continues as your platform manager — monitoring integrations, managing Salesforce releases, and supporting your team on an ongoing basis.
THE QUICKSTART PROCESS
From Conversation to Live Platform.
Conversation
We start with a 30-minute conversation to understand your business, your team size, your existing data, and your timeline. We confirm QuickStart is the right path and schedule your deployment kickoff.
Deployment
NovoCircle configures your Salesforce org to the Compass Orient standard. We work through your existing contact and account data, clean it, and prepare it for migration. You review and approve the configuration before we go further.
Data Migration
Your cleaned contact and account data is imported into Salesforce. We verify accuracy and resolve any issues before moving to training.
Live Training
We deliver role-based live training sessions for each of your five roles. Sessions are scheduled to fit your team's availability and run in the week before go-live.
Go Live
Your Compass subscription is activated. Your team is live on Salesforce. NovoCircle is your ongoing platform manager from this point forward.
IS QUICKSTART RIGHT FOR YOU?
QuickStart or Compass DIY Deployment — Which Fits Your Situation?
Compass DIY Deployment
The self-directed path — your in-house Salesforce administrator configures the platform following NovoCircle's step-by-step instructions, and your team trains through the self-paced video library. Works well for businesses with a Salesforce-certified or experienced admin who can own the configuration.
QuickStart
The right choice when you want NovoCircle to own the entire deployment end to end — and when you want your team trained live, in a scheduled session, with a NovoCircle trainer walking through exactly what they need to do their job. Also the right choice when your existing data needs professional migration.
Ready to start your Salesforce deployment? A 30-minute conversation covers your team, your data, your timeline, and what QuickStart looks like for your specific situation.
Schedule a ConversationFrequently Asked Questions
Typically 2 to 3 weeks from kickoff to go-live, depending on your team size and the state of your existing data. The engagement runs in five stages: conversation, deployment, data migration, live training, and go-live.
No. We help you select and provision the right Salesforce licence for your Compass edition and configure it from the ground up.
Your existing contacts and accounts — typically in a spreadsheet or export from a prior CRM. We clean and format the data as part of the QuickStart engagement.
Your Compass Orient subscription is live. NovoCircle continues as your platform manager — monitoring integrations, managing Salesforce releases, and supporting your team. The one-time QuickStart fee covers the deployment; the subscription covers the ongoing relationship.