Scaling Our SaaS Gross sales Coaching Platform with Rockset


Fashionable Snack-Sized Gross sales Coaching

At ConveYour, we offer automated gross sales coaching by way of 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 workers churn is wasteful and dangerous for the underside line. Nonetheless, it may be minimized with customized 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 scale back coaching time to allow them to hit the bottom operating.

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 unique knowledge infrastructure couldn’t sustain.

It wasn’t till we found a real-time analytics database known as Rockset that we might lastly combination tens of millions of occasion information in below a second and our clients might work with precise time-stamped knowledge, not out-of-date info that was too stale to effectively help in gross sales coaching.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 by way of textual content messages, whereas permitting our clients to observe their progress at an in depth degree utilizing the above inside dashboard (above).

We all know how far they’re in that coaching video right down to the 15-second phase. And we all know which questions they received proper and fallacious on the newest quiz – and might routinely assign extra or fewer classes primarily based on that.

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

Scale has at all times been our primary concern. 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. Not too long ago, 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 arduous. Inevitably, some caches would get stale, resulting in outdated outcomes. And that might result in calls from our consumer 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 ideal drawback to have. Nevertheless it was nonetheless a giant drawback.


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Different instances, caching wouldn’t lower it. We additionally wanted highly-concurrent, prompt queries. For 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 return in a weekly and even day by 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 firms carry on-board crops of recent graduates, and ebbing at different instances of the 12 months. So deploying everlasting infrastructure to accommodate spiky demand would have been costly and wasteful. We would have liked a knowledge platform that might scale up and down as wanted.

Our closing concern is our dimension. ConveYour has a workforce of simply 5 builders. That’s a deliberate selection. We’d a lot reasonably preserve the workforce small, agile and productive. However to unleash their inside 10x developer, we needed to maneuver to the very 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 by way of an ETL pipeline was a MySQL database operating in Google Cloud that serves up each our massive ongoing workhorse queries and likewise the super-fast advert hoc queries of smaller datasets.

Neither database was reducing the mustard. Our “dwell” CRM dashboard was more and more taking as much as six seconds to return outcomes, or it will simply merely outing. This had a number of causes. There was the massive however rising quantity of information we had been gathering 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 largest cause was merely that MySQL shouldn’t be designed for high-speed analytics. If we didn’t have the correct indexes already constructed, or the SQL question wasn’t optimized, the MySQL question would inevitably drag or outing. Worse, it will bleed over and damage the question efficiency of different clients and customers.

My workforce 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 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 considered creating further MongoDB slaves, however determined it will be throwing cash at an issue with out fixing it.

We additionally tried out Snowflake and favored some elements of their resolution. Nonetheless, the one huge 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 wish to run any reviews and have these contacts nonetheless exhibiting up. Once more, it’s not real-time analytics when 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 basically.

Scaling with Rockset

By YouTube, I discovered about Rockset. Rockset has the very best of each worlds. It could 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 report, 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 lots for me. If a contact will get eliminated and I do a JOIN instantly afterward, I don’t need that contact to indicate up in any reviews.

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 workforce. There’s simply zero database upkeep and 0 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 get rid of the necessity to spend useful 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 considered one of 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 state of affairs, a foul question will merely devour extra RAM. However it should. 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 cope with batch analytics and off caches. Now, we will combination 2 million occasion information in lower than a second. Our clients can take a look at the precise time-stamped knowledge, not some out-of-date spinoff.

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 recurrently sync our Digital Ocean Droplets right into a Rockset assortment for simple reporting round value 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.

If in case you have 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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