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Steven took time to really examine my issues in both directions. He assessed that the main issue I had was outside, and their core business product is for inside. He collaborated with his team, and a 2nd person will come out to validate what it will take to address the outside issues.
The Number Flow product seems great (Steven showed me a sample). I will hang onto the bid for the inside work and likely go with that in the future.
The company culture seems very customer focused. No up-sell or hard sell tactics, just good data and respect, with a good product and process to back it up.