10%

Increase in customer retention

14%

Boost in sales and revenue

22%

Uptick in KPI identification accuracy ​

Technologies Used

Open-AI
Generative AI
300x76-MS Azure

Azure

Client Profile

The client is a rapidly growing ERP provider that specializes in enterprise-level Customer Relationship Management (CRM) software, serving organizations from diverse industries. With a global presence, the company offers tailored solutions to enhance operational efficiency, provide greater visibility, and enable data-driven business management

Business Context

The client required its ERP software application and its UX to be user-friendly and intuitive. Moreover, insight-driven business users demand well-presented, interpreted, and analyzed data. Hence, the client required a brilliant dashboard to complement their CRM—an effective tool for managing and analyzing sales data to ensure ongoing success

challenges

Challenges

Ineffective management and sales data analysis hindered the ability to make informed business decisions​​


Absence of a comprehensive dashboard limited the ability to identify KPIs, market trends, and areas for improvement​


Existing CRM interface lacked user-friendliness, resulting in lower customer satisfaction and adoption rates​


Solution

Leveraged Generative AI in CRM to create a visually appealing and functional dashboard, ensuring effective data management​


Utilized AI for creating dashboards that provided a holistic view of sales data, allowing businesses to identify KPIs, resulting in improved outcomes​


Enabled an intuitive UI that improved customer satisfaction, noted higher adoption rates, and gave a competitive edge​

solution

Challenges

Ineffective management and sales data analysis hindered the ability to make informed business decisions​


Absence of a comprehensive dashboard limited the ability to identify KPIs, market trends, and areas for improvement​​


Existing CRM interface lacked user-friendliness, resulting in lower customer satisfaction and adoption rates​​


Solution

Leveraged Generative AI in CRM to create a visually appealing and functional dashboard, ensuring effective data management​


Utilized AI for creating dashboards that provided a holistic view of sales data, allowing businesses to identify KPIs, resulting in improved outcomes


Enabled an intuitive UI that improved customer satisfaction, noted higher adoption rates, and gave a competitive edge​

Business Impact

growth-icon

Enhanced Sales Performance

Enabled by the dashboard, customers experienced increased sales and revenue due to improved decision-making and analysis of sales data. An enhancement followed it in the sales team performance

insights-icon

Improved Data-driven Business Decisions

Allowed sales data visualization and identification of key performance indicators and market trends with the dashboard. It empowered businesses to make informed, data-driven business decisions

satisfaction-icon

Increased Customer Satisfaction

ChatGPT-powered CRM dashboard provided a more user-friendly interface, enhancing customer satisfaction and loyalty

Competitive Edge

ChatGPT-driven dashboard emerged as a vital tool for monitoring and analyzing sales data, providing a competitive edge in the crowded ERP software market, as apparent from this generative AI case study

Why Kanerika?

Kanerika is a premier provider of data-driven software solutions and services that facilitate digital transformation. Specializing in Data Integration, Analytics, AI/ML, and Cloud Management, Kanerika prides itself on its expertise in employing cutting-edge technologies and agile methodologies to ensure exceptional outcomes. With a proven track record across various industries, Kanerika maintains rigorous quality standards, backed by ISO 27701 certification, SOC II, and GDPR compliance. As a distinguished partner of Microsoft, AWS, and Informatica, Kanerika’s commitment to innovation and strong partnerships positions it at the forefront of empowering businesses for their growth.

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