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 GCS and you're familiar with the insights and predictions Faraday provides, you might find Rep assignment predictions particularly useful. Imagine having a tool that helps answer the question, "Which of my reps will engage each target most effectively?" By integrating Rep assignment predictions in GCS, you'll be able to more accurately assign leads and customers to the reps best suited to handle them. This means your team can work more efficiently, fostering better relationships and potentially improving outcomes. It’s a practical way to match your people with their ideal clients, enhancing productivity without adding complexity to your workflow.

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