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Insurance
Customer Story
Industry: Insurance
Function: Sales Analytics
The Challenge
The sales organization relied on PowerBI dashboards to track performance and pipeline health.
But adoption was low.
Despite multiple training sessions, sellers rarely used the dashboards.
The reason was simple.
The dashboards were complex.
They were hard to navigate.
Answers took too long to find.
As a result, data trust eroded.
Insights went unused.
Decisions fell back to instinct and spreadsheets.
The Approach
We started by exposing the existing PowerBI data model.
Nothing was replaced.
Nothing was rebuilt.
On top of that model, we created a simple and intuitive interface.
Sales users could interact with data in a natural way.
They could:
- Filter without confusion
- Sort results instantly
- Visualize answers without training
The experience matched how sales teams actually work.
The Outcome
User interaction with data increased by 400 percent.
Sales teams began using data daily.
Not because they were told to.
Because it was finally easy.
Trust in the system returned.
Questions turned into answers.
Answers turned into action.
The Impact
The sales organization gained clear visibility into performance.
Leaders made faster decisions.
Teams aligned around the same numbers.
PowerBI became useful again.
Not as a dashboard destination.
But as a trusted foundation for confident decisions.
CRM SaaS
Customer Story
Industry: Events Management Software
Product: CRM Platform
The Challenge
An events management CRM provider invested heavily in dashboard development.
The goal was clear.
Give customers insight into pipeline, attendance, and performance.
But adoption stayed low.
Users found the dashboards hard to use.
Navigation was confusing.
Finding answers took too many clicks.
As a result, engagement dropped.
Dashboards became a cost center, not a value driver.
The Approach
The company introduced QuaerisAI search in its latest release.
A GPT like search bar was embedded directly into the CRM experience.
Users could ask questions in natural language.
They could also:
- Get instant answers
- Pin results into personal pinboards
- Build their own views without building dashboards
The interaction model shifted from navigating dashboards to asking questions.
The Outcome
User adoption increased across the platform.
Customers engaged more often with their data.
They spent less time searching and more time acting.
Dashboards became easier to use because users no longer had to manage them.
The Impact
The CRM provider delivered clearer insights at a lower cost.
Dashboard development slowed.
Support requests dropped.
Customer satisfaction improved.
Most importantly, users trusted the system again.
The CRM became a place for answers, not friction.
Services SaaS
Customer Story
Industry: Property Management Software
Product: SaaS Platform with Mobile App
The Challenge
A property management SaaS company relied on an expensive third party dashboard tool for data visualization.
The investment was high.
The return was not.
Users struggled to use the dashboards.
Navigation was complex.
Insights were hard to find.
Engagement stayed low, especially on mobile.
Many users were not data savvy and avoided the dashboards altogether.
The Approach
The company integrated QuaerisAI natural language search directly into its mobile app.
A GPT like search experience replaced the need to browse dashboards.
Users could ask questions in plain language.
They received instant, clear answers.
No training required.
No dashboards to manage.
Data discovery became simple and accessible for every user.
The Outcome
User engagement across the platform increased.
More users interacted with data regularly.
Mobile usage improved.
Answers arrived faster and with less friction.
The platform felt easier to use and easier to trust.
The Impact
The company delivered valuable insights at a lower cost.
Dependence on expensive dashboard software decreased.
Customer satisfaction improved.
Retention increased.
The SaaS platform shifted from reporting data to enabling confident action.
For users, data finally worked the way they expected it to.
Higher Education Institution
Customer Story
Industry: Higher Education
Organization: University
The Challenge
A university struggled to measure student retention accurately.
The issue touched everything.
Faculty performance reviews lacked clear data.
Enrollment planning relied on delayed reports.
Retention issues surfaced too late to act.
Leaders needed a faster and more trusted way to understand what was happening with students and faculty.
The Approach
The university implemented QuaerisAI as a student retention measurement layer.
With QuaerisAI, teams could track:
- Student engagement
- Academic performance
- Attendance patterns
- Faculty performance
Data was analyzed in near real time.
Patterns in student drop out rates became visible early.
When insights showed gaps in faculty effectiveness, leadership responded with targeted training and support.
The Outcome
Student engagement improved.
Faculty alignment increased.
Issues were addressed before they escalated.
The university achieved a student retention rate above 91 percent each semester.
Teams could run quick fire analysis and present findings clearly to academic and administrative stakeholders.
The Impact
Decision making became faster and more confident.
Retention challenges were no longer hidden in reports.
They were visible, explainable, and actionable.
QuaerisAI helped the university respond early, support faculty growth, and improve student outcomes.
Retention shifted from a lagging metric to a managed outcome.
Banking
Customer Story
Industry: Financial Services
Organization: Large Retail Bank
The Challenge
A leading financial institution struggled to understand its customers at scale.
Customer data existed across many systems.
Transaction history, demographics, and digital signals were all available.
But insights were slow to surface.
Marketing teams could not target campaigns with confidence.
Product teams lacked clarity on customer preferences.
Customer satisfaction gains were hard to sustain.
The bank needed a way to analyze large volumes of customer data quickly and act in real time.
The Approach
The institution implemented QuaerisAI as its customer intelligence layer.
QuaerisAI analyzed:
- Transaction behavior
- Demographic data
- Customer engagement signals
- Social and digital activity
Teams could ask questions in natural language and receive instant, explainable answers.
Insights updated in real time as customer behavior changed.
Leadership gained a clear view of key performance indicators through a simple and trusted interface.
The Outcome
Marketing campaigns became more personalized and effective.
Customer acquisition costs dropped by 15 percent.
This resulted in more than 100,000 new customers.
Customer retention increased by 10 percent.
An additional 50,000 customers stayed with the bank.
Product teams identified new opportunities and refined pricing strategies.
The Impact
Revenue increased by 12 percent.
This represented an additional $2.5 million in annual revenue.
Decision making became faster and more confident.
Teams aligned around the same answers.
QuaerisAI helped the bank move from delayed reporting to real time customer understanding.
Insights no longer lived in dashboards.
They drove action across the business.