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Home Case Studies Elevating a CRM Dashboard with Generative AI

10%

Increase in customer retention

14%

Boost in sales and revenue

22%

Uptick in KPI identification accuracy

About Client

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.

Unveiling Success

Achieving Operational Excellence and Superior Performance with Innovative Business Technology Solutions

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

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

Solutions

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

Tools and Technologies Deployed

Maximizing Business Value

The Business Impact and ROI Realized Through Our Advanced Solutions

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.

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.

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 & 27001 certification, SOC II, and GDPR compliance. We are also CMMi Level 3 appraised, further accentuating our commitment to quality service delivery. 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.