Rep assignment - Faraday

You will need a Faraday account to use this template. It is free to sign up and you will just need some sample data to start.

Get started for free

If you're a Faraday user already tapping into predicting customer behavior, you might be wondering how to take full advantage of these insights when managing your sales team. That's where rep assignment predictions come in handy, helping you assign the right sales rep to each lead or customer to foster better engagement. Using Motherduck, known for its simplicity and efficiency, you can effortlessly integrate these predictions into your workflow. It's not about making a dramatic transformation overnight, but rather about gradually enhancing your approach to customer engagement by pairing each customer with the rep most likely to connect with them effectively. By combining the strengths of Faraday with the ease of use that Motherduck offers, you can subtly but steadily optimize your sales processes.

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