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)

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 Paradiso Learning Uses AI Chatbot to Automate Support and Enhance Learner Engagement

Coaching

How Rigplay Uses Generative AI and ML to Automate Human Motion Animation and Slash Production Costs

Media & Entertainment

How Khan Academy’s Khanmigo AI Tutor Enhances Personalized Learning with GPT-4

Education & EdTech

How National Gas Metering Used AI to Create Engaging Event Graphics Six Times Faster

Construction

How easyA Built AI-Powered Dashboards to Unify Finance and Fitness Data for Real-Time Insights

Finance & Banking

How Georgia Institute of Technology Uses “Jill Watson” AI Teaching Assistant to Scale Personalized Learning

Education & EdTech