Overview
Background
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Customers typically use three tools (CCH, Research, and the internet) to search for and confirm the ADs that are of interest to them.
Benefits
Will quicken Quicken the pace for customers to determine which authority documents are of interest to them by using historical information of similar users.
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HubSpot enriches data at both the company and contact level. Need to ensure the user’s choice of industry does NOT override the company ZoomInfo derived industry.
Updates will be done in CCH in order to buy us time to get a more sophisticated solution UC 4.0
Milestones and Phases
List the project milestones along with how that milestone can be successfully measured.
Number | Description | Success Measurement |
|---|---|---|
Product Requirements
To buy time this will be done in CCH (not UC 4.0)
Use Cases
Happy Day Scenarios
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Integration between CCH and HubSpot to store self-identification information and retrieve options.
BI data model
User Interaction and Design
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