Strategy and Solutions

Close

Discover our digital transformation stories and the impact driving real change

Cloud-Native Sales Intelligence App for a SaaS Startup

About the Client

Our client was a venture-backed SaaS startup headquartered in San Francisco, founded by two former enterprise sales leaders. Their goal was to create a next-generation sales intelligence platform that would combine CRM integrations, data analytics, and AI-driven insights to help B2B sales teams prioritize leads, forecast deals, and increase win rates.

The company’s early prototype, though conceptually strong, struggled with scalability, inconsistent API performance, and limited real-time analytics capabilities. They approached Zymr to transform their MVP into a secure, cloud-native application that could support thousands of concurrent users, integrate with multiple CRMs, and deliver sub-second analytics performance.

Zymr’s engagement began at a critical juncture — the client needed to demonstrate product maturity to investors within three months to close their Series A round.

In summary, the startup sought a technology partner who could help them evolve from a promising prototype to an enterprise-grade SaaS product, capable of scaling to tens of thousands of users without compromising speed or security.

Key Outcomes

Cloud resource optimization reduced infrastructure expenses by 25%.
Improved UX increased session duration by 40%.

Business Challenges

The client faced multiple technical and operational hurdles that were slowing their go-to-market progress.

  • Limited Scalability

The MVP was built on a single-node server environment, unable to handle concurrent requests efficiently. As usage increased, latency spikes and timeouts became frequent.

  • Complex Data Integrations

The platform needed to synchronize data with multiple CRM systems like Salesforce, HubSpot, and Pipedrive. These integrations were brittle, lacking real-time sync and error recovery mechanisms.

  • Lack of Real-Time Analytics

Sales leaders wanted live dashboards for deal forecasts, funnel health, and team performance. However, the existing architecture only supported static reporting updated every 24 hours.

  • Security and Compliance Gaps

The app handled sensitive customer and deal data but lacked strong role-based access control, encryption, and audit logging. Without these, enterprise adoption was impossible.

  • UI and Performance Limitations

The front end suffered from slow load times and an inconsistent user experience across browsers. Core pages took over six seconds to render, hurting usability and engagement.

In short, the startup had a vision for an AI-driven sales platform but lacked the architecture, performance, and compliance readiness to scale. Zymr needed to deliver a robust, secure, and cloud-native product capable of supporting 50,000+ users and meeting enterprise SLAs.

Business Impacts / Key Results Achieved

Zymr’s collaboration transformed a promising concept into a market-ready, high-performance SaaS platform. By re-architecting for cloud-native scalability and embedding compliance from day one, the client now operates on an infrastructure built for continuous innovation.

The sales intelligence app has become the startup’s flagship product, helping enterprise sales teams improve pipeline visibility and conversion forecasting through real-time insights. With its scalable architecture and secure foundation, the platform is now positioned to serve over 200,000 users in the next growth phase while maintaining enterprise-grade reliability and performance.

Ultimately, Zymr helped the client turn speed, scalability, and security into strategic differentiators, proving that thoughtful cloud-native engineering can accelerate not just product delivery but the entire business trajectory.

The re-engineered platform launched within five months and immediately demonstrated strong performance across all key metrics.

  • Scalability: The system successfully supported over 50,000 users within six months of launch.
  • Speed: Average dashboard load time reduced from 6 seconds to under 1.5 seconds.
  • Reliability: Application uptime improved to 99.97%.
  • Security: The platform achieved SOC 2 readiness and passed third-party penetration testing.
  • Customer Growth: Monthly recurring revenue (MRR) grew by 3x post-launch, driven by enterprise adoption.

The startup’s investors cited the platform’s technical robustness and scalability as key reasons for advancing Series A funding.

Overall, the project delivered not just a working product but a scalable SaaS foundation capable of supporting exponential growth, high transaction volumes, and future AI-driven enhancements.

Strategy and Solutions

Zymr executed a full-stack product engineering engagement — from re-architecting the backend to optimizing the front-end experience — using modern, cloud-native technologies.

1. Cloud-Native Architecture Design
We migrated the platform to AWS and rebuilt it as a microservices-based application.

  • Each core function (data ingestion, user management, analytics, and reporting) was isolated into its own containerized service using Docker and Kubernetes.
  • Load balancing was implemented using AWS Elastic Load Balancer (ELB) and Amazon ECS, ensuring horizontal scalability.
  • Stateless microservices were connected through AWS API Gateway, enabling modular updates and zero-downtime deployments.

This transition reduced latency and allowed the platform to handle over 10,000 concurrent sessions during internal benchmarks.

2. Real-Time Analytics Engine
To enable instant insights, Zymr built a real-time analytics pipeline using AWS Kinesis and Redshift.

  • Data from CRM APIs was streamed continuously to a staging layer, processed using AWS Lambda functions, and aggregated in near real time.
  • We implemented dynamic caching using Redis to accelerate dashboard loading speeds.
  • Advanced filters allowed users to segment deal data instantly by team, region, or stage.

3. API Integrations and Data Sync Layer
Zymr engineered robust connectors for Salesforce, HubSpot, and Pipedrive using REST and GraphQL APIs.

  • Error handling and retry logic ensured resilience in case of third-party outages.
  • Delta sync mechanisms were added to fetch only incremental data changes, reducing load times by 70%.
  • Webhooks were used to trigger updates instantly when records changed in connected CRMs.

4. Security and Compliance Enhancements
We embedded security at every layer of the stack.

  • Implemented OAuth 2.0 for secure API authorization.
  • Enforced AES-256 encryption for data at rest and TLS 1.3 for data in transit.
  • Deployed centralized audit logging via AWS CloudTrail.
  • Introduced fine-grained role-based access control (RBAC) for user permissions.

5. Front-End Optimization and UX Modernization
The front end was re-engineered using React and Redux for dynamic, responsive interfaces.

  • Lazy loading and component-based rendering improved performance by 60%.
  • A new visual design system was implemented using Material UI for consistency and accessibility.
  • Offline mode and progressive web app (PWA) features enhanced reliability for field sales users.

6. DevOps and CI/CD Automation
Zymr implemented a fully automated CI/CD pipeline using Jenkins and GitHub Actions.

  • Each code commit triggered automated builds, security scans, and regression tests.
  • Canary deployments allowed safe incremental rollouts.
  • AWS CloudFormation templates enabled consistent environment provisioning.

In essence, Zymr reimagined the client’s MVP into a production-grade, cloud-native platform combining scalability, real-time intelligence, and enterprise security, ready for investor demos and large-scale rollout.

Show More
Request A Copy
Zymr - Case Study

Latest Case Studies

With Zymr you can