Overview
Background
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Create a building block to allow customers to quickly identify Authority Documents that meet their needs.
Personas
Link to UC’s personas for the user, buyer, influencerSelf identification will typically happen at the sign-up phase. The user signing up mostly is any of these roles:
If a user is already signed up, the selected industry can be changed by the owners/admins of the workspace. These typically will be any of the first two roles above.
Success Metrics
List project goals and the metrics we’ll use to judge success.
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The proposed way forward with integrations with ZoomInfo and Hubspot offers an end result that will be automatic and is likely the best solution to answer this need. It is however, also the one that would require most work and resources. The risk here is that we spend too much effort on automating this need in CCH, while our goal is to produce a 4.0. A manual alternative might be a valid option for now until other priorities have been solved.
Assumptions
Updates will be done in CCH in order to buy us time to get a more sophisticated solution UC 4.0
Affiliations
We are assuming that users of our platform will be aware and willing to share this information.
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