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 using Faraday and also SFTP, you might already know how important it is to have smooth data transfers and secure access. When it comes to Rep assignment predictions, having them available via SFTP can be a real game changer. Imagine being able to effortlessly download prediction results straight into your existing systems or workflows. This means you can easily assign each lead or customer to the rep who's most likely to engage them effectively, without having to juggle multiple tools or platforms. It's a simple, efficient way to make sure your reps are connecting with the right targets, helping improve your team's overall performance.

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