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 a Faraday user who also relies on MySQL, you might appreciate how Rep assignment predictions can streamline your workflow. By integrating these predictions directly into your MySQL database, you can easily match each lead or customer with the best-suited rep without juggling multiple systems. This seamless process can help ensure that your reps are engaging with the right targets, enhancing their effectiveness and potentially improving your overall customer relationship management. It's a straightforward way to leverage your existing data setup while getting the most out of Faraday's predictive capabilities.

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