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Scaling Our SaaS Gross sales Coaching Platform with Rockset

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Scaling Our SaaS Gross sales Coaching Platform with Rockset

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Fashionable Snack-Sized Gross sales Coaching

At ConveYour, we offer automated gross sales coaching through the cloud. Our all-in-one SaaS platform brings a recent strategy to hiring and onboarding new gross sales recruits that maximizes coaching and retention.

Excessive gross sales employees churn is wasteful and dangerous for the underside line. Nonetheless, it may be minimized with personalised coaching that’s delivered constantly in bite-sized parts. By tailoring curricula for each gross sales recruit’s wants and a spotlight spans, we maximize engagement and scale back coaching time to allow them to hit the bottom working.

Such real-time personalization requires a knowledge infrastructure that may immediately ingest and question large quantities of consumer knowledge. And as our clients and knowledge volumes grew, our authentic knowledge infrastructure couldn’t sustain.

It wasn’t till we found a real-time analytics database referred to as Rockset that we might lastly mixture thousands and thousands of occasion information in below a second and our clients might work with precise time-stamped knowledge, not out-of-date info that was too stale to effectively assist in gross sales coaching.


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Our Enterprise Wants: Scalability, Concurrency and Low Ops

Constructed on the rules of microlearning, ConveYour delivers quick, handy classes and quizzes to gross sales recruits through textual content messages, whereas permitting our clients to watch their progress at an in depth stage utilizing the above inner dashboard (above).

We all know how far they’re in that coaching video all the way down to the 15-second section. And we all know which questions they acquired proper and improper on the newest quiz – and may routinely assign extra or fewer classes based mostly on that.

Greater than 100,000 gross sales reps have been skilled through ConveYour. Our microlearning strategy reduces trainee boredom, boosts studying outcomes and slashes employees churn. These are wins for any firm, however are particularly essential for direct sales-driven corporations that continuously rent new reps, a lot of them recent graduates or new to gross sales.

Scale has all the time been our primary difficulty. We ship out thousands and thousands of textual content messages to gross sales reps yearly. And we’re not simply monitoring the progress of gross sales recruits – we observe each single interplay they’ve with our platform.

For instance, one buyer hires almost 8,000 gross sales reps a yr. Not too long ago, half of them went by a compliance coaching program deployed and managed by ConveYour. Monitoring the progress of a person rep as they progress by all 55 classes creates 50,000 knowledge factors. Multiply that by 4,000 reps, and also you get round 2 million items of occasion knowledge. And that’s only one program for one buyer.

To make insights accessible on demand to firm gross sales managers, we needed to run the analytics in a batch first after which cache the outcomes. Managing the assorted caches was extraordinarily exhausting. Inevitably, some caches would get stale, resulting in outdated outcomes. And that might result in calls from our shopper gross sales managers sad that the compliance standing of their reps was incorrect.

As our clients grew, so did our scalability wants. This was an important downside to have. However it was nonetheless a giant downside.


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Different instances, caching wouldn’t lower it. We additionally wanted highly-concurrent, prompt queries. As an example, we constructed a CRM dashboard (above) that offered real-time aggregated efficiency outcomes on 7,000 gross sales reps. This dashboard was utilized by tons of of center managers who couldn’t afford to attend for that info to come back in a weekly and even each day report. Sadly, as the quantity of information and variety of supervisor customers grew, the dashboard’s responsiveness slowed.

Throwing extra knowledge servers might have helped. Nonetheless, our utilization can also be very seasonal: busiest within the fall, when corporations carry on-board crops of recent graduates, and ebbing at different instances of the yr. So deploying everlasting infrastructure to accommodate spiky demand would have been costly and wasteful. We wanted a knowledge platform that would scale up and down as wanted.

Our ultimate difficulty is our measurement. ConveYour has a staff of simply 5 builders. That’s a deliberate alternative. We’d a lot relatively preserve the staff small, agile and productive. However to unleash their internal 10x developer, we needed to maneuver to the perfect SaaS instruments – which we didn’t have.

Technical Challenges

Our authentic knowledge infrastructure was constructed round an on-premises MongoDB database that ingested and saved all consumer transaction knowledge. Linked to it through an ETL pipeline was a MySQL database working in Google Cloud that serves up each our giant ongoing workhorse queries and likewise the super-fast advert hoc queries of smaller datasets.

Neither database was slicing the mustard. Our “reside” CRM dashboard was more and more taking as much as six seconds to return outcomes, or it might simply merely outing. This had a number of causes. There was the massive however rising quantity of information we have been gathering and having to investigate, in addition to the spikes in concurrent customers equivalent to when managers checked their dashboards within the mornings or at lunch.

Nonetheless, the most important cause was merely that MySQL just isn’t designed for high-speed analytics. If we didn’t have the precise indexes already constructed, or the SQL question wasn’t optimized, the MySQL question would inevitably drag or outing. Worse, it might bleed over and damage the question efficiency of different clients and customers.

My staff was spending a median of ten hours per week monitoring, managing and fixing SQL queries and indexes, simply to keep away from having the database crash.

It acquired so dangerous that any time I noticed a brand new question hit MySQL, my blood stress would shoot up.

Drawbacks of Different Options

We checked out many potential options. To scale, we thought of creating extra MongoDB slaves, however determined it might be throwing cash at an issue with out fixing it.

We additionally tried out Snowflake and appreciated some elements of their resolution. Nonetheless, the one large gap I couldn’t fill was the dearth of real-time knowledge ingestion. We merely couldn’t afford to attend an hour for knowledge to go from S3 into Snowflake.

We additionally checked out ClickHouse, however discovered too many tradeoffs, particularly on the storage aspect. As an append-only knowledge retailer, ClickHouse writes knowledge immutably. Deleting or updating previously-written knowledge turns into a prolonged batch course of. And from expertise, we all know we have to backfill occasions and take away contacts on a regular basis. After we do, we don’t need to run any experiences and have these contacts nonetheless displaying up. Once more, it’s not real-time analytics should you can’t ingest, delete and replace knowledge in actual time.

We additionally tried however rejected Amazon Redshift for being ineffective with smaller datasets, and too labor-intensive normally.

Scaling with Rockset

Via YouTube, I realized about Rockset. Rockset has the perfect of each worlds. It will possibly write knowledge shortly like a MongoDB or different transactional database, however can also be actually actually quick at advanced queries.

We deployed Rockset in December 2021. It took only one week. Whereas MongoDB remained our database of document, we started streaming knowledge to each Rockset and MySQL and utilizing each to serve up queries.

Our expertise with Rockset has been unbelievable. First is its velocity at knowledge ingestion. As a result of Rockset is a mutable database, updating and backfilling knowledge is tremendous quick. Having the ability to delete and rewrite knowledge in real-time issues so much for me. If a contact will get eliminated and I do a JOIN instantly afterward, I don’t need that contact to point out up in any experiences.

Rockset’s serverless mannequin can also be an enormous boon. The way in which Rockset’s compute and storage independently and routinely grows or shrinks reduces the IT burden for my small staff. There’s simply zero database upkeep and nil worries.

Rockset additionally makes my builders tremendous productive, with the easy-to-use UI and Write API and SQL assist. And options like Converged Index and automated question optimization eradicate the necessity to spend helpful engineering time on question efficiency. Each question runs quick out of the field. Our common question latency has shrunk from six seconds to 300 milliseconds. And that’s true for small datasets and huge ones, as much as 15 million occasions in one among our collections. We’ve lower the variety of question errors and timed-out queries to zero.

I now not fear that giving entry to a brand new developer will crash the database for all customers. Worst case situation, a foul question will merely eat extra RAM. However it’ll. Nonetheless. Simply. Work. That’s an enormous weight off my shoulders. And I don’t need to play database gatekeeper anymore.

Additionally, Rockset’s real-time efficiency means we now not need to take care of batch analytics and rancid caches. Now, we are able to mixture 2 million occasion information in lower than a second. Our clients can have a look at the precise time-stamped knowledge, not some out-of-date spinoff.

We additionally use Rockset for our inner reporting, ingesting and analyzing our digital server utilization with our internet hosting supplier, Digital Ocean (watch this quick video). Utilizing a Cloudflare Employee, we frequently sync our Digital Ocean Droplets right into a Rockset assortment for simple reporting round price and community topology. This can be a a lot simpler option to perceive our utilization and efficiency than utilizing Digital Ocean’s native console.

Our expertise with Rockset has been so good that we are actually within the midst of a full migration from MySQL to Rockset. Older knowledge is being backfilled from MySQL into Rockset, whereas all endpoints and queries in MySQL are slowly-but-surely being shifted over to Rockset.

When you’ve got a rising technology-based enterprise like ours and wish easy-to-manage real-time analytics with prompt scalability that makes your builders super-productive, then I like to recommend you take a look at Rockset.



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