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Rep assignment
Assign each lead or customer to the rep that will handle them best — using Snowflake
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 already using Snowflake's powerful data platform, integrating Faraday's Rep assignment predictions could be a natural next step to boost your team's performance. By harnessing Snowflake's robust data handling capabilities, you can seamlessly deploy Faraday's AI-driven insights to match each lead or customer with the most suitable rep. This means more meaningful interactions and potentially better outcomes for your brand. It's all about working smarter, not harder, and utilizing the best tools at your disposal to make data-driven decisions. Plus, keeping everything within your Snowflake environment ensures a smooth workflow without extra hassle.
- Step 1
Connect your data sources
Use the link below to connect Snowflake to Faraday. You can also skip this step and use CSV files to get started instead. - 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. - 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. - 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. - Step 5
Define your rep assignment pipeline and deploy to Snowflake
Finally, deploy your prediction with the link below. - Step 6
Deploy to Snowflake
Create a deployment target using the Snowflake connection you created above. Or, get started by simply deploying to CSV.
Deploy your rep assignment predictions to . . .
Aurora (MySQL)
AWS Aurora Postgres
Azure SQL
BigQuery
Facebook Custom Audiences
GCS
Google Ads
Google Cloud SQL (MySQL)
Google Cloud SQL (Postgres)
Google Cloud SQL (SQL Server)
HubSpot
Iterable
Klaviyo
LinkedIn Ads
MySQL
Pinterest Ads
Poplar
Postgres
RDS (MySQL)
RDS (Postgres)
RDS (SQL Server)
Recharge
Redshift
Redshift Serverless
S3
Salesforce
Salesforce Marketing Cloud
Segment
SFTP
Shopify
Snowflake
SQL Server
Stripe
The Trade Desk
TikTok
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