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 MSCI Uses Machine Learning and Google Cloud AI to Enrich Asset Data and Manage Climate Risks

Finance & Banking

How Shell Oil Company Uses AI for Predictive Maintenance Scheduling to Reduce Downtime

Manufacturing

How Synthesia Enables Organizations to Create AI-Generated Video Content Faster and More Cost-Effectively

Marketing & Advertising

How DNB Uses AI Chatbot Aino to Automate Customer Service and Manage High Query Volumes

Finance & Banking

How Energie Steiermark Increased Automation and Compliance with Hypatos AI Invoice Processing

Manufacturing

How Younique Scaled Global AP Operations and Saved 2,080 Hours Annually with Tipalti

Retail & E-commerce