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 already comfortable using SQL Server, integrating Faraday's Rep assignment predictions within that environment can be a natural and efficient way to enhance your operations. SQL Server is great at handling large datasets and complex queries, making it an ideal platform for managing the output of these predictions. By having the rep assignment data right in SQL Server, you can seamlessly incorporate it into your existing workflows and reporting systems. This way, you can quickly determine which reps are best suited to engage each lead or customer, ultimately aiming to boost effectiveness and satisfaction. It's an added layer of insight that fits neatly into the tools you're already using.

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