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 and also use Recharge, you might find Rep assignment predictions incredibly helpful. Imagine being able to match each of your customers with the sales rep who understands their needs best, right at the moment they might be considering a subscription renewal or an upgrade. With this type of prediction, you're not just assigning reps randomly; you're strategically placing them where they'll likely have the most impact. It's a thoughtful way to enhance customer relationships and, ultimately, make your team more effective without a ton of extra effort on your part. It's just a smart, down-to-earth way to align your resources with your business goals.

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