Rep assignment - Faraday

You’ll need a Faraday account to use this template. It’s free to sign up and you can use sample data to start.

Sure, here’s a simple and breezy explanation: If you're using RDS (MySQL) and looking to improve how your reps connect with leads and customers, Faraday's rep assignment predictions could be a helpful tool. Essentially, it helps you figure out which rep is likely to engage each target most effectively. By integrating these predictions directly into your MySQL database, you can streamline your process and make data-driven decisions without the hassle. It’s about working smarter, not harder, and ensuring that your team can focus on building strong customer relationships.

Step 1
Connect your data sources
Use the link below to connect RDS (MySQL) to Faraday. You can also skip this step and use CSV files to get started instead.
RDS (MySQL)
Step 2
Ingest your data into event streams
This allows Faraday to understand what your data means. These links will guide you through ingesting the data necessary to power this template.
Transaction Signup
Step 3
Organize your customer data
You'll create groups, called cohorts, that are the essential building blocks of Faraday and allow you to easily predict any customer behavior.
Leads
Step 4
Declare your prediction objectives
With your cohorts defined, it's easy to instruct Faraday to predict the necessary behaviors. Follow the docs with the link below.
Rep assignment
Step 5
Define your rep assignment pipeline and deploy to RDS (MySQL)
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to RDS (MySQL)
Create a deployment target using the RDS (MySQL) connection you created above. Or, get started by simply deploying to CSV.
RDS (MySQL)