Overview
Background
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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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Question | Answer | Date Answered |
|---|---|---|
What is the complete list of Affiliations? | Answered above in the requirements. | 1/8/24 |
What would the change management process of the list of affiliations be? | ||
How often would users need to update affiliations? | ||
Is Hubspot HubSpot the place we will store industry, affiliation, and state-agency information? |
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