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 CME Group Boosted Developer Productivity Using Gemini Code Assist

Finance & Banking

How Calendly Uses AI to Streamline Meeting Scheduling and Improve Booking Rates

Technology & SaaS

How Philippine Manufacturing Company Transformed Contract Management with Lexagle’s AI-Powered Platform

Manufacturing

How Eric.ai Improves Meeting Productivity with AI-Powered Note-Taking and Summarization

Professional Services & Consulting

How Buildots Uses AI and 360-Degree Cameras to Monitor Construction Progress and Ensure Compliance

Construction

How Docugami Automates Insurance Certificates of Insurance (COIs) and Loss Run Data Extraction for a Top-20 Insurance Company

Finance & Banking