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 Fluor Corporation Uses AI for Real-Time Workforce Management and Reporting

Construction

How Mortenson Construction Improved Project Tracking and Efficiency with Doxel’s AI-Powered Construction Progress Platform

Real Estate

How Coursebox Provides 24/7 AI Tutoring for Personalized Employee Upskilling

Technology & SaaS

How Vinci Construction Reduced Document Search Time by 30% and Improved Compliance with AI

Construction

How Typeface Uses Microsoft Azure OpenAI Service to Accelerate Personalized Content Creation at Scale

Technology & SaaS

How The Serafen Group Reduced Staffing Costs by 40% Using ZyraTalk’s AI Chat for Order Handling

Retail & E-commerce