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 uses Postgres, integrating Rep assignment predictions right into your database can be a real game-changer. Imagine having the ability to seamlessly assign your leads or customers to the reps who are most likely to connect with them, all within the environment you’re already comfortable with. It keeps your workflow smooth and centralized, letting you make data-driven decisions without constantly switching contexts. Plus, with everything in Postgres, it’s easier to keep your data organized and accessible for deeper analysis. It’s a straightforward way to enhance your team's efficiency and keep things running like a well-oiled machine.

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