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.

If you're already using RDS (SQL Server) and looking to make the most of your sales team's efforts, Faraday's Rep assignment predictions can be a great addition. By seamlessly integrating these predictions into your existing RDS setup, you can more effectively assign leads and customers to the sales reps who are most likely to engage them. It's a practical way to leverage your data to improve customer interactions without overhauling your current system. Using Rep assignment predictions in RDS can help you take advantage of insights you already have, making your team more efficient and helping you build better relationships with your customers.

Step 1
Connect your data sources
Use the link below to connect RDS (SQL Server) to Faraday. You can also skip this step and use CSV files to get started instead.
RDS (SQL Server)
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 (SQL Server)
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to RDS (SQL Server)
Create a deployment target using the RDS (SQL Server) connection you created above. Or, get started by simply deploying to CSV.
RDS (SQL Server)