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Sunday, January 5, 2025

Increasing our SaaS gross sales coaching platform with Rockset


Fashionable Snack-Sized Gross sales Coaching

In ConveTuWe offer automated gross sales coaching by way of the cloud. Our all-in-one SaaS platform gives a brand new method to hiring and onboarding new gross sales staff that maximizes coaching and retention.

Excessive gross sales workers turnover is wasteful and detrimental to the underside line. Nonetheless, it may be minimized with customized coaching delivered repeatedly in bite-sized parts. By tailoring curricula to the wants and a focus span of every gross sales recruit, we maximize engagement and cut back coaching time to allow them to hit the bottom working.

This real-time personalization requires a knowledge infrastructure that may immediately ingest and question large quantities of person information. And as our clients and information volumes grew, our unique information infrastructure could not sustain.

It wasn’t till we found a real-time analytics database referred to as set of rocks that we might lastly mixture tens of millions of occasion data in lower than a second and that our purchasers might work with actual, time-stamped information, not outdated info that was too outdated to effectively help in gross sales enablement.



Our enterprise wants: scalability, concurrency and low operations

Constructed on the ideas of microlearningConveYour gives brief, handy classes and quizzes to gross sales recruits by way of textual content message, whereas permitting our purchasers to observe their progress at an in depth degree utilizing the inner dashboard above (above).

We all know how far they’re in that coaching video right down to the 15 second section. And we all know which questions you answered proper and flawed on the final quiz, and we will routinely assign extra or fewer classes primarily based on that.

Greater than 100,000 salespeople have been educated by way of ConveYour. Our microlearning method reduces scholar boredom, improves studying outcomes, and dramatically reduces workers turnover. These are wins for any firm, however they’re particularly essential for direct sales-driven corporations which can be continually hiring new reps, a lot of them latest graduates or new to the world of gross sales.

Scale has all the time been our primary drawback. We ship tens of millions of textual content messages to gross sales reps yearly. And we do not simply monitor the progress of gross sales recruits: we observe each interplay they’ve with our platform.

For instance, one shopper hires virtually 8,000 gross sales representatives per yr. Just lately, half of them went by way of a compliance coaching program applied and managed by way of ConveYour. Monitoring a person rep’s progress as they progress by way of the 55 classes creates 50,000 information factors. Multiply that by 4000 repetitions and also you get about 2 million occasion information. And that is only one program for one shopper.

To make the insights out there on-demand to the corporate’s gross sales managers, we first needed to run the analyzes in a batch after which cache the outcomes. Managing the varied caches was extraordinarily troublesome. Inevitably, some caches would develop into stale, resulting in stale outcomes. And that may result in calls from our gross sales managers from sad clients as a result of their reps’ compliance standing was incorrect.

As our clients grew, so did our scalability wants. This was a giant drawback. Nevertheless it was nonetheless a giant drawback.


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Different instances, caching was not sufficient. We additionally wanted instantaneous and extremely concurrent queries. For instance, we constructed a CRM dashboard (above) that offered real-time aggregated efficiency outcomes from 7,000 gross sales reps. This dashboard was utilized by tons of of center managers who could not afford to attend for that info to reach in a weekly and even every day report. Sadly, as the quantity of knowledge and the variety of admin customers grew, the responsiveness of the dashboard decreased.

Launching extra information servers might need helped. Nonetheless, our utilization can also be very seasonal: it’s most lively within the fall, when corporations herald crops of latest graduates, and declines at different instances of the yr. Due to this fact, deploying everlasting infrastructure to accommodate rising demand would have been pricey and wasteful. We wanted a knowledge platform that would scale up and down as wanted.

Our final drawback is our measurement. ConveYour has a staff of solely 5 builders. That is a deliberate selection. We would like to maintain the staff small, agile and productive. However to provide free rein to your inside 10x developerwe needed to maneuver to higher SaaS instruments, one thing we did not have.

Technical challenges

Our unique information infrastructure was constructed round a neighborhood MongoDB database that ingested and saved all person transaction information. Linked to it by way of an ETL pipeline was a MySQL database working on Google Cloud that served each our giant steady workhorse queries and in addition the super-fast advert hoc queries of smaller information units.

No database was chopping the mustard. Our “stay” CRM dashboard was more and more taking as much as six seconds to return outcomes, or just timing out. This had a number of causes. There was the big however rising quantity of knowledge we had been amassing and having to investigate, in addition to the spikes in concurrent customers, like when managers checked their dashboards within the mornings or throughout lunch.

Nonetheless, the principle purpose was merely that MySQL will not be designed for high-speed evaluation. If we did not have the proper indexes already created, or the SQL question wasn’t optimized, the MySQL question would inevitably lag or day trip. Worse, it might overflow and damage the efficiency of queries from different purchasers and customers.

My staff spent a mean of ten hours per week monitoring, managing, and fixing indexes and SQL queries, simply to forestall the database from crashing.

It acquired so dangerous that each time I noticed a brand new question in MySQL, my blood stress skyrocketed.

Disadvantages of different options

We checked out many potential options. To scale, we thought of creating further MongoDB slaves, however determined that may be losing cash on an issue with out fixing it.

We additionally examined Snowflake and preferred some features of its resolution. Nonetheless, the one huge hole I could not fill was the shortage of real-time information ingestion. We merely could not afford to attend an hour for information to maneuver from S3 to Snowflake.

We additionally checked out ClickHouse, however discovered too many trade-offs, particularly on the storage facet. As an append-only information retailer, ClickHouse writes information immutably. Deleting or updating beforehand written information turns into a protracted batch course of. And from expertise, we all know that we have to replenish occasions and delete contacts on a regular basis. After we do that, we do not wish to run any studies and have these contacts proceed to look. Once more, it is not real-time analytics if you cannot ingest, delete, and replace information in real-time.

We additionally tried, however rejected, Amazon Redshift for being ineffective with smaller information units and usually labor intensive.

Climb with Rockset

By YouTubeI realized about Rockset. Rockset has one of the best of each worlds. It may write information rapidly like MongoDB or one other transactional database, however additionally it is very quick on complicated queries.

We applied Rockset in December 2021. It solely took per week. Whereas MongoDB remained our database of file, we started streaming information to Rockset and MySQL and utilizing each to serve queries.

Our expertise with Rockset has been unimaginable. First is its pace in information ingestion. As a result of Rockset is a mutable databaseupdating and filling information is tremendous quick. Having the ability to delete and rewrite information in actual time is essential to me. If a contact is deleted and I JOIN instantly afterward, I do not need that contact to look in any studies.

Rockset’s serverless mannequin It’s also an amazing assist. The way in which Rockset compute and storage develop or shrink independently and routinely reduces the IT burden on my small staff. There’s merely no database upkeep or worries.

Rockset additionally makes my builders tremendous productive, with an easy-to-use UI and Write API and SQL help. And options like converged index and computerized question optimization get rid of the necessity to spend precious engineering time on question efficiency. Each question runs rapidly proper out of the field. Our common question latency has been diminished from six seconds to 300 milliseconds. And that is true for small and huge information units, as much as 15 million occasions in one among our collections. We have now diminished the variety of question errors and timed-out queries to zero.

I’m not fearful that giving entry to a brand new developer will lock the database for all customers. Within the worst case, a foul question will merely devour extra RAM. However it is going to be. Nonetheless. Honest. Work. An important weight has been lifted off my shoulders. And I haven’t got to play database keeper anymore.

Moreover, Rockset’s real-time efficiency means we not should cope with batch scans and rancid caches. We are able to now add 2 million occasion data in lower than a second. Our purchasers can see precise, time-stamped information, not some outdated spinoff.

We additionally use Rockset for our inside reporting, ingestion and evaluation of our digital server utilization with our internet hosting supplier, Digital Ocean (see this brief video). Utilizing a Cloudflare Employee, we often sync our Digital ocean drops right into a Rockset assortment to simply report on community prices and topology. This can be a a lot simpler technique to perceive our utilization and efficiency than utilizing the native Digital Ocean console.

Our expertise with Rockset has been so good that we at the moment are in the midst of a full migration from MySQL to Rockset. Older information is being changed from MySQL to Rockset, whereas all endpoints and queries in MySQL are slowly however certainly being transferred to Rockset.

When you’ve got a rising technology-based enterprise like ours and wish easy-to-manage real-time analytics with on the spot scalability that makes your builders tremendous productive, I like to recommend trying out Rockset.



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