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 QSR Chain Automated Audio-Video Production with AI to Save 18% on Media Budget

Marketing & Advertising

How a Global Software Project Used an AI Chatbot to Improve Communication and Accelerate Delivery

Technology & SaaS

How Clifford Chance Uses iManage RAVN AI to Automate Document Management and Improve Case Preparation

Legal

How ApiX-Drive Automated HR Processes to Increase Productivity by 30%

Recruitment

How HSBC Applies AI and Google Cloud to Detect Suspicious Transactions and Combat Money Laundering

Finance & Banking

How OnCorps AI Automates Financial Report Preparation and Validation for Global Asset Managers

Finance & Banking