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Say Hello!
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    Say Hello!

        Who We Are

        We are a passionate team of experts dedicated to empowering nonprofits, tackling challenges with creativity, integrity, and a people-first mindset.

            What We Do

            We specialize in fixing broken Salesforce systems, cleaning up data, optimizing workflows and integrating new tools to make your systems work for you.

              Achieve More with Salesforce   

              You need your system to perform today and also serve you as you grow and evolve. With Refine, our specialized team helps you get there.

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              When you're struggling with the day-to-day and don’t have a clear plan for tomorrow, it’s time for Refine. Through continuous enhancements and proactive support, we keep your system running smoothly—helping you stay ahead, not just afloat.   

              Our team of specialists acts as an extension of yours—working through your technical backlog, providing strategic guidance, and cheering you on as you strive toward your goals. We guide your growth through strategic roadmapping to ensure your system evolves with your vision.

               

              With Refine, you get more than just support. You gain continuous system improvements from a dedicated partner, one who is committed to driving progress, solving capacity gaps, and helping you reach your next milestone. 

              Let Refine ease your technology burden.

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              When you feel you have technical debt, but you don’t know where to start, we will build a plan with clear priorities. 

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              If you struggle with user adoption and need to improve trust and confidence in the system, we can help. 

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              When new features are released but you don’t know how to take advantage, let us be your guide. 

              I get a daily digest of updates to the Client Hub in my email, which is nice because I can just see what’s new—what tasks have been checked off, and what’s changed. I don’t need an emailed status report. The proactive elements, like the health check and user engagement survey, make it feel like more of a partnership—not just a small project we’re working on. double-quotes(1)
              Kathryn Busch
              Director of Donor Relations
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              Ready to get more from your systems and build for tomorrow?