Platform provisioning & baseline configuration
Your Salesforce or Microsoft 365 environment provisioned and configured to a clean baseline — the foundation everything else is built on.
Entrepreneurs & Small Business · Compass
Compass QuickStart
Get your Salesforce or Microsoft environment set up correctly in 30 days. Compass QuickStart is a fixed-scope implementation service that installs, configures, and validates your core platform — no ongoing retainer required to get started.
What QuickStart delivers
A configured, validated platform — built to a fixed scope
QuickStart isn't a vague engagement that drags on. It's a defined set of deliverables that takes your core platform from empty to operating in 30 days.
User setup & access controls
Your people set up with the right accounts, roles, and permissions — so the right team members see and do the right things from day one.
Core workflow & automation configuration
The core workflows and automations that match how your business runs — configured so the platform does work for you, not just stores records.
Data migration from your existing system
Your existing data brought across into the new platform — up to 10,000 records — so you start live with your real information, not a blank slate.
Admin training & handover documentation
Training for your admin plus handover documentation — so the platform you own is one your team actually knows how to operate.
Five deliverables, one fixed scope, 30 days — ending with a platform that's configured, validated, and yours.
How it works
From kickoff to a live platform in 30 days
QuickStart follows a clear, fixed-scope path. You always know what's happening this step and what comes next.
Provision & configure the baseline
We provision your Salesforce or Microsoft 365 environment and configure it to a clean baseline — the foundation for everything that follows.
Set up users & access
We add your users with the right roles and access controls, so the right people have the right permissions from the start.
Configure workflows & migrate data
We configure your core workflows and automation, then migrate your existing data (up to 10,000 records) into the new platform.
Validate, train & hand over
We validate that everything works, train your admin, and hand over documentation — ending with a live, validated platform you own.
Thirty days from kickoff, you have a configured, validated platform you own — no open-ended project, no retainer required to get started.
Where it fits
QuickStart stands up a clean platform — here’s what pairs with it
QuickStart is the fast path to a clean Compass platform built from scratch. Depending on where you are, it pairs with the rest of Compass.
Already have a setup? Pair with Quick Fix
QuickStart builds a clean platform from scratch. If you already have a Salesforce or systems setup that isn’t working the way it should, Quick Fix cleans up and repairs the existing one instead.
See Quick Fix →Ready for ongoing management? The Compass platform
When you want ongoing administration, updates, and support after go-live, that’s handled through the Compass platform — so you move from a clean setup into managed operations.
Explore the Compass platform →QuickStart is a one-time, fixed-scope implementation. After go-live, ongoing management is available via the Compass platform.
Questions
About Compass QuickStart
What is Compass QuickStart?
Compass QuickStart is a fixed-scope implementation service that gets your Salesforce or Microsoft 365 environment set up correctly in 30 days. NovoCircle installs, configures, and validates your core platform — no ongoing retainer required to get started. It’s a one-time engagement that ends with a configured, validated platform you own.
What’s included in QuickStart?
QuickStart delivers platform provisioning and baseline configuration, user setup and access controls, core workflow and automation configuration, data migration from your existing system (up to 10,000 records), and admin training plus handover documentation. The scope is fixed, so you know exactly what you’re getting.
How long does QuickStart take?
Thirty days. QuickStart is a fixed-scope, fixed-timeline engagement — it isn’t an open-ended project. Over those 30 days NovoCircle provisions, configures, migrates your data, validates the platform, and trains your admin, ending with a live platform you own.
What happens after go-live?
You own a configured, validated platform — there’s no retainer required to get started. When you’re ready for ongoing administration, updates, and support, that’s available through the Compass platform, so you can move from a clean setup into managed operations without re-platforming.
Get your platform set up correctly — in 30 days.
Tell us about your Salesforce or Microsoft 365 environment and we’ll walk you through how QuickStart gets you live. Explore everything for small business on the Entrepreneurs hub.
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