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 L'Oréal Uses Mya AI Chatbot to Revolutionize Recruitment with Scalable, Personalized Candidate Engagement
Retail & E-commerce
How Feeding America Uses AI to Optimize Food Distribution and Reduce Waste
Nonprofit & NGO
How IBM Watson Cognitive HR Enhances Talent Management with AI-Powered Performance Analytics
Technology & SaaS
How Axios HQ Uses AI to Deliver Clear, Concise, and Consistent Internal Communications that Boost Employee Engagement
Healthcare & Medical
How Gravite Uses AI to Revolutionize Qualitative Customer Feedback Analysis and Drive Product and Service Improvements
Retail & E-commerce
How Godrej Capital Automated Purchase Order and Invoice Approvals Using Cflow Workflow Automation
Finance & Banking

🤖 Chat with AI

Type...