Impactful CRM Dashboard Solution for an ERP provider, Powered by ChatGPT

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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.

Problem Statement

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 analyzes sales data to ensure ongoing success.

Featured services

Automated Application Process

Ensures higher productivity and efficiency with a significant reduction in spent time.

Data Integration and Consolidation

The process of consolidation which earlier used to take a weeks’ time can now be executed within hours.

Consolidated Reporting

Significant improvement in workforce productivity and business performance on account of automation of data consolidation and analytics.

Improved performance

Significant improvement in workforce productivity and business performance on account of automation of data consolidation and analytics.

Solution

Kanerika’s team came up with an extensive dashboard model with help of the openAI language model ChatGPT. The visually appealing and functional dashboard made use of the components of customer’s sales statement of the month such as, data on number of sales, average deal size, sales pipeline, and revenue generated etc., and the key sections of the interface included Overview, sales by region/product/salesperson allowing the businesses to better visualize the sales data, identify performance indicators/market trends/training needs/advertisement needs/quality corrections etc.,., thus helping the organizations to make insight driven business decisions.

Business Impact:

Enhanced Sales Performance: Dashboard enabled better analysis of sales data and improved decision-making, leading to increased sales and revenue for the customers and improved performance of the sales team.
Improved Insight-Driven Business Decisions: Dashboard allowed businesses to visualize sales data, identify key performance indicators and market trends, resulting in informed, insight-driven business decisions.
Increased Customer Satisfaction: ChatGPT-powered CRM dashboard provided a more user-friendly interface, leading to enhanced 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.

Why Kanerika?

Kanerika is a lead global IT consulting company offering innovative solutions & services for businesses. Kanerika focuses on Data Integration, Analytics , Process Automation and Cloud Management as core focus areas apart from Custom Product Development. ISO 27701 certified and SOC II compliant Kanerika processes ensure the quality, predictability and partnerships. Kanerika’s technology and process expert teams have been helping its global clients with development and automation using agile methodologies.