Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Loading
Loading
Small Business QuickStart for Starter and Pro Suite
A fixed-fee Salesforce deployment for small businesses — configured for you
Overview
A Salesforce deployment service for small businesses starting on a new Salesforce org. QuickStart delivers the full Compass configuration — role setup, automation flows, email templates, case management, data migration, and role-based training
We specialize in working with Small Businesses. You don't have time to become a Salesforce Admin or resources to hire one. You just need a system that works so you can focus on your business. Our fixed-fee structure lets you avoid surprises later
We understand the capabilities you get with Starter and Pro Suite - and the limitations. We focus on helping you get value from the platform you have to set you up for success.
When you're ready to grow, we can help you with customizations and automations. But first you need to get the core platform setup and start using it.
Most small businesses that buy Salesforce never fully implement it. The license is active, the account is live, and the platform sits largely unconfigured while the team works around it with spreadsheets and email. Compass QuickStart closes that gap. Compass QuickStart is a fixed-fee Salesforce deployment service built specifically for small businesses on Salesforce Starter Suite or Pro Suite. It delivers the full Compass configuration — NovoCircle's standard Salesforce setup for SMB — in a single, defined engagement with a fixed price, a fixed scope, and a go-live timeline measured in weeks, not months. Every Compass QuickStart engagement includes org-level setup and configuration, role-based page layouts and permission sets for five core roles (Business Owner, Office Manager, Sales, Marketing, and Customer Service), processes for outbound email marketing, sales pipeline managing customer issues and internal task management, and role-specific training for every team member.
Categories
- Supported Languages
- English