Personalization

Rep assignment

Assign each lead or customer to the rep that will handle them best — using Google Cloud SQL (SQL Server)

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 Google Cloud SQL (SQL Server) and are a fan of Faraday's predictive capabilities, integrating Rep assignment predictions could be a smooth and beneficial move for you. Having Faraday's insights directly within your Google Cloud SQL setup means you can efficiently assign leads and customers to the reps who are most likely to connect with them. This setup could streamline your data flow and keep your team focused on what they do best—building relationships. It's about making your processes a touch smarter with minimal disruption to what you're already doing well.

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