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 Stripe, you might find the Rep assignment predictions quite handy. It's all about connecting your leads and customers with the right sales reps who can effectively engage them. With Stripe handling your payments, you already understand the importance of smooth, efficient transactions. Now, imagine adding another layer of personalization by ensuring each customer is guided by the rep best suited to their needs. It can make the whole sales process a bit more seamless and personalized, increasing the chances of successful engagement. It's a simple way to get more out of both platforms without much fuss.

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