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's also utilizing Poplar, Rep assignment predictions might be a great tool for you. You know how crucial it is to connect leads and customers with the right people on your team. With Rep assignment predictions, you can align each lead or customer with the rep who's most likely to engage them effectively. It's all about making those connections smoother and more personalized, which can lead to better interactions and relationships. So, if you're looking to optimize your team’s outreach without too much hassle, this could be something to consider in Poplar.

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