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

By: GoBeyond Team
July 3, 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 BuildRight Construction Avoided $2M Cost Overrun Using AI-Driven Project Budgeting
Construction
How RBC Wealth Management Digitally Transformed Client Onboarding with Low-Code Automation
Finance & Banking
How Infiniticube Deployed GenAI-Powered Ticketing to Improve Response Times and Customer Satisfaction for Sun West Mortgage
Finance & Banking
How Starbucks Uses Deep Brew AI to Deliver Personalized Customer Experiences and Optimize Operations
Retail & E-commerce
How JPMorgan Chase Leverages AI Across Banking Operations to Boost Sales, Manage Risks, and Enhance Client Experiences
Finance & Banking
How Mortenson Construction Improved Project Tracking and Efficiency with Doxel’s AI-Powered Construction Progress Platform
Real Estate

🤖 Chat with AI

Type...