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

By: GoBeyond Team

August 10, 2026

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)

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.

More Case Studies

See All

How a Multinational E-commerce Platform Doubled Developer Productivity with GitHub Copilot

Retail & E-commerce

How Zluri Streamlines Identity and Access Management with Automated Access Controls and Policy Enforcement

Professional Services & Consulting

How New Town High School Uses “Maths Pathway” AI Platform to Personalize Math Instruction

Education & EdTech

How HubSpot Uses AI-Powered Blog Ideas Generator to Accelerate Content Ideation and Increase Blog Traffic

Technology & SaaS

How Etsy Uses AI Chatbots to Streamline Customer Service and Support Its Seller Community

Retail & E-commerce

How XponixAI Transformed Enterprise Knowledge Management for GlobalTech with Deep Learning and AI Assistant

Technology & SaaS