How Kanerika Developed a ChatGPT-Powered CRM Dashboard to Boost Sales Performance and Customer Retention

By: GoBeyond Team
July 27, 2025
3 min read
Kanerika ChatGPT-powered CRM dashboard UI

Quick Overview

Kanerika developed a ChatGPT-powered CRM dashboard for an ERP provider, enabling holistic sales data visualization, KPI identification, and actionable insights. The dashboard improved sales team performance, customer retention, and competitive edge.

Kanerika (for ERP Provider)
Kanerika (for ERP Provider)
Company Size
Not publicly disclosed
Revenue Range
Not publicly disclosed
Primary Challenge
Improving sales team efficiency and customer retention using AI-driven insights
Key Metrics

- 20% increase in sales revenue
- 15% higher customer retention
- 30% faster KPI identification

The Problem

Sales teams lacked unified insights, leading to missed opportunities and inconsistent performance

The Solution

Built AI-powered CRM dashboard with ChatGPT for natural language queries, KPI tracking, and proactive alerts

Results

- 95% quota attainment (up from 70%)
- 25% improvement in satisfaction
- Competitive advantage in ERP market

Details

Industry
Technology & SaaS
Departments
Data & Analytics
Use Cases
No items found.
Tags
Predictive Modeling
Enhanced Decision-Making
Scalability
AI Tools Used
No items found.
Sources
https://kanerika.com/case-studies/elevating-a-crm-dashboard-with-generative-ai/

More Case Studies

See All
How Shelf.io’s AI-Powered Suggestion Engine and Analytics Improve Contact Center Knowledge Management and Support Outcomes
Technology & SaaS
How Autodesk Reduced Design Errors by 50% and Material Waste by 15% with AI
Technology & SaaS
How Klaar.me Uses Paperless AI Accounting and AP Automation to Save Time and Reduce Errors
Professional Services & Consulting
How Barracuda Networks Uses AI and NLP to Detect and Prevent Phishing Attacks
Technology & SaaS
How Otto Achieved 90% Accuracy in Predicting Consumer Purchases with AI
Retail & E-commerce
How Spotio Uses AI to Optimize Scheduling and Routing for Field Sales Productivity
Retail & E-commerce

🤖 Chat with AI

Type...