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Small Business QuickStart for Starter and Pro Suite
A fixed-fee Salesforce deployment for small businesses — configured for you
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
Description
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.
Highlights
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.
Provider Details
NovoCircle
Cheyenne, WY, USA
NovoCircle is an Intelligent Automation consulting prac. Our Salesforce team specializes exclusively in small businesses on Salesforce Starter Suite and Pro Suite. We deliver a Salesforce environment that is fully configured, properly adopted, and actively maintained. Our flagship product is "Compass" — a Salesforce configuration for small businesses. Compass is not a custom consulting engagement. It is a standard configuration with a defined scope, a consistent outcome, and a predictable price — covering five SMB roles, full case management, automation flows, email templates, and role-based training for every team member— the Business Owner, the Office Manager, Sales, Marketing, and Customer Service For customers starting fresh, we offer Compass QuickStart is a fixed-fee deployment service covering org setup, full Compass configuration, data migration, and role-based training. (call us before you start) For businesses already on Salesforce that aren't getting value, Compass QuickFix is a rescue service covering an audit, remediation, and retraining so you can realize value from the subscription you bought. (call us before you cancel)
Languages
Supported Languages
English