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 who also uses Motherduck, incorporating Rep assignment predictions could really smooth out your customer engagement process. Imagine being able to match your leads or customers with the sales rep most likely to connect with them, right from within Motherduck. It's a straightforward way to make sure everyone on your team is playing to their strengths and reaching out to the right people. With Motherduck's ability to handle data efficiently, integrating these predictions can feel quite seamless. So, if you're looking to enhance how you assign reps, exploring this feature might be a good step.

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