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 using Azure SQL and are a fan of making data-driven decisions, Faraday's Rep assignment predictions could be quite handy for you. Imagine being able to match each lead or customer with the rep best suited to engage them, right within your Azure SQL environment. This can streamline your workflow, ensuring your sales team is operating optimally without juggling multiple platforms. Plus, having everything in one place can make tracking, updating, and analyzing your data more straightforward. It's a practical way to leverage your existing tools and data to enhance your customer engagement strategy.

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