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Tuesday, November 26, 2024

Scaling Our SaaS Gross sales Coaching Platform with Rockset


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 contemporary strategy to hiring and onboarding new gross sales recruits that maximizes coaching and retention.

Excessive gross sales workers churn is wasteful and unhealthy 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 focus spans, we maximize engagement and cut back coaching time to allow them to hit the bottom working.

Such real-time personalization requires an information infrastructure that may immediately ingest and question huge quantities of consumer knowledge. And as our prospects and knowledge volumes grew, our unique knowledge infrastructure couldn’t sustain.

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of occasion information in beneath a second and our prospects might work with precise time-stamped knowledge, not out-of-date info that was too stale to effectively help in gross sales coaching.


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Our Enterprise Wants: Scalability, Concurrency and Low Ops

Constructed on the ideas of microlearning, ConveYour delivers quick, handy classes and quizzes to gross sales recruits through textual content messages, whereas permitting our prospects to watch their progress at an in depth stage utilizing the above inside 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 received proper and flawed on the newest quiz – and might mechanically assign extra or fewer classes based mostly on that.

Greater than 100,000 gross sales reps have been educated through ConveYour. Our microlearning strategy reduces trainee boredom, boosts studying outcomes and slashes workers churn. These are wins for any firm, however are particularly vital for direct sales-driven corporations that consistently rent new reps, lots of them contemporary graduates or new to gross sales.

Scale has all the time been our primary difficulty. We ship out tens of millions 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 practically 8,000 gross sales reps a 12 months. Just lately, half of them went by way of a compliance coaching program deployed and managed by way of ConveYour. Monitoring the progress of a person rep as they progress by way of 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 will result in calls from our consumer gross sales managers sad that the compliance standing of their reps was incorrect.

As our prospects grew, so did our scalability wants. This was an ideal drawback to have. But it surely was nonetheless a giant drawback.


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Different occasions, caching wouldn’t minimize it. We additionally wanted highly-concurrent, immediate 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 a whole lot of center managers who couldn’t afford to attend for that info to return in a weekly and even each day report. Sadly, as the quantity of knowledge 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 deliver on-board crops of contemporary graduates, and ebbing at different occasions of the 12 months. So deploying everlasting infrastructure to accommodate spiky demand would have been costly and wasteful. We would have liked an information platform that would scale up and down as wanted.

Our closing difficulty is our dimension. ConveYour has a crew of simply 5 builders. That’s a deliberate alternative. We’d a lot moderately preserve the crew small, agile and productive. However to unleash their internal 10x developer, we wished to maneuver to one of the best SaaS instruments – which we didn’t have.

Technical Challenges

Our unique 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 massive ongoing workhorse queries and in addition the super-fast advert hoc queries of smaller datasets.

Neither database was slicing the mustard. Our “dwell” CRM dashboard was more and more taking as much as six seconds to return outcomes, or it could simply merely trip. This had a number of causes. There was the massive however rising quantity of knowledge we had been accumulating and having to research, in addition to the spikes in concurrent customers resembling when managers checked their dashboards within the mornings or at lunch.

Nonetheless, the most important purpose was merely that MySQL will not be designed for high-speed analytics. If we didn’t have the best indexes already constructed, or the SQL question wasn’t optimized, the MySQL question would inevitably drag or trip. Worse, it could bleed over and damage the question efficiency of different prospects and customers.

My crew 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 received so unhealthy 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 could be throwing cash at an issue with out fixing it.

We additionally tried out Snowflake and preferred some facets of their resolution. Nonetheless, the one massive gap I couldn’t fill was the shortage 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 stories and have these contacts nonetheless displaying up. Once more, it’s not real-time analytics in the event 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 usually.

Scaling with Rockset

Via YouTube, I realized about Rockset. Rockset has one of the best of each worlds. It will probably write knowledge shortly like a MongoDB or different transactional database, however can also be actually actually quick at complicated 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 unimaginable. First is its velocity at knowledge ingestion. As a result of Rockset is a mutable database, updating and backfilling knowledge is tremendous quick. With 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 stories.

Rockset’s serverless mannequin can also be an enormous boon. The best way Rockset’s compute and storage independently and mechanically grows or shrinks reduces the IT burden for my small crew. 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 computerized question optimization remove the necessity to spend beneficial 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 minimize 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 state of affairs, a nasty question will merely eat extra RAM. However it is going to. Nonetheless. Simply. Work. That’s an enormous weight off my shoulders. And I don’t should play database gatekeeper anymore.

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

We additionally use Rockset for our inside 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. It is 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.

If in case you have a rising technology-based enterprise like ours and want easy-to-manage real-time analytics with immediate scalability that makes your builders super-productive, then I like to recommend you take a look at Rockset.



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