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)
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 Snowdrop Uses Google Cloud AI and Geospatial Data to Improve Financial Transaction Data Accuracy and Matching
Finance & Banking
How Khan Academy’s Khanmigo AI Tutor Enhances Personalized Learning with GPT-4
Education & EdTech
How a Global Software Development Project Used an AI-Powered Chatbot to Enhance Communication and Delivery
Technology & SaaS
How Netflix Uses AI to Personalize Content Recommendations and Optimize Originals
Media & Entertainment
How SEB Wealth Management Uses Google Cloud AI to Enhance Client Interactions and Efficiency
Finance & Banking
How RE/MAX Uses AI to Personalize Property Recommendations and Improve Buyer Satisfaction
Real Estate