CRM Dashboard Solution Powered by Generative AI

Client Profile

The client is a rapidly growing ERP provider specializing in enterprise-level customer relationship management (CRM) software catering to organizations across various industries. With a footprint across the globe, they deliver customized solutions for ease of operations, better visibility, and insight driven business management.

Business Context

Todays fast paced digital transformation demands every ERP software, application, interface to be user-friendly and self-explanatory; and insight driven business management seeks data that is well presented, interpreted and analysed. Dashboards play a vital role in this regard; and the client needed a brilliant dashboard to go with their CRM; a dashboard that effectively manages and analyses sales data to ensure ongoing success.

Challenges

Ineffective management and analysis of sales data 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.

Why Kanerika?

Kanerika Inc. 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.