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Wednesday, November 27, 2024

Scaling Our SaaS Gross sales Coaching Platform with Rockset


Trendy 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 method 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. Nevertheless, it may be minimized with customized coaching that’s delivered repeatedly in bite-sized parts. By tailoring curricula for each gross sales recruit’s wants and a spotlight spans, we maximize engagement and cut 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 person information. And as our prospects and information volumes grew, our unique information 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of occasion information in underneath a second and our prospects might work with precise time-stamped information, not out-of-date info that was too stale to effectively support in gross sales coaching.


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Our Enterprise Wants: Scalability, Concurrency and Low Ops

Constructed on the ideas of microlearning, ConveYour delivers brief, handy classes and quizzes to gross sales recruits by way of textual content messages, whereas permitting our prospects to watch 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 flawed on the most recent quiz – and may robotically assign extra or fewer classes based mostly on that.

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

Scale has all the time been our primary situation. 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 monitor each single interplay they’ve with our platform.

For instance, one buyer hires almost 8,000 gross sales reps a 12 months. Just lately, 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 information factors. Multiply that by 4,000 reps, and also you get round 2 million items of occasion information. And that’s only one program for one buyer.

To make insights obtainable on demand to firm gross sales managers, we needed to run the analytics in a batch first after which cache the outcomes. Managing the varied caches was extraordinarily onerous. Inevitably, some caches would get stale, resulting in outdated outcomes. And that will result in calls from our shopper 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 downside to have. But it surely was nonetheless a giant downside.


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Different instances, caching wouldn’t lower it. We additionally wanted highly-concurrent, instantaneous queries. For example, we constructed a CRM dashboard (above) that supplied 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 day by day report. Sadly, as the quantity of knowledge and variety of supervisor customers grew, the dashboard’s responsiveness slowed.

Throwing extra information servers might have helped. Nevertheless, 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 wanted a knowledge platform that would scale up and down as wanted.

Our remaining situation is our measurement. ConveYour has a group of simply 5 builders. That’s a deliberate alternative. We’d a lot moderately hold the group small, agile and productive. However to unleash their inside 10x developer, we wished to maneuver to the perfect SaaS instruments – which we didn’t have.

Technical Challenges

Our unique information infrastructure was constructed round an on-premises MongoDB database that ingested and saved all person transaction information. Related to it by way of an ETL pipeline was a MySQL database operating in Google Cloud that serves up each our giant ongoing workhorse queries and in addition the super-fast advert hoc queries of smaller datasets.

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

Nevertheless, the largest motive was merely that MySQL is just not 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 day out. Worse, it could bleed over and damage the question efficiency of different prospects and customers.

My group was spending a mean 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 Various 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 favored some elements of their resolution. Nevertheless, the one huge gap I couldn’t fill was the shortage of real-time information ingestion. We merely couldn’t afford to attend an hour for information 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 information retailer, ClickHouse writes information immutably. Deleting or updating previously-written information 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. Once 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 for those who can’t ingest, delete and replace information in actual time.

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

Scaling with Rockset

By means of YouTube, I discovered about Rockset. Rockset has the perfect of each worlds. It may possibly write information rapidly 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 information to each Rockset and MySQL and utilizing each to serve up queries.

Our expertise with Rockset has been unbelievable. First is its pace at information ingestion. As a result of Rockset is a mutable database, updating and backfilling information is tremendous quick. Having the ability to delete and rewrite information in real-time issues loads 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 robotically grows or shrinks reduces the IT burden for my small group. 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 automated question optimization eradicate 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 enormous 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 situation, a nasty 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 rancid caches. Now, we will mixture 2 million occasion information in lower than a second. Our prospects can take a look at the precise time-stamped information, 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 brief video). Utilizing a Cloudflare Employee, we recurrently 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 at the moment are within the midst of a full migration from MySQL to Rockset. Older information 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 have a rising technology-based enterprise like ours and wish easy-to-manage real-time analytics with instantaneous scalability that makes your builders super-productive, then I like to recommend you try Rockset.



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