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Step 1 - Import your account list

Start your targeting journey with your own accounts set-up. Seamless list import , manipulation and orchestration for further action and output 

How it works

From data orchestration to enrichment to crafting a personalized outreach , With features like deep sector specific insights and information and more, CallPrep will be your go-to outreach automation tool.

Personalized outreach at scale for teams selling to BFSI

Create high converting outreach using actionable insights from untapped sources like annual reports, financial reporting, customer reviews and more. 

Give more horsepower to your GTM 

Features that set us apart

BFSI focused enrichment

Detailed data tailored to BFSI, e.g. branch locations, AUM, and service portfolios, providing SDRs and BDRs with deep, relevant insights to fuel their outreach.

Data Orchestration

Verified Multi-Source Data Aggregation

Integrates and verifies data from multiple trusted sources, ensuring data accuracy through a validation workflow—so your team spends less time on verification and more on engagement.

Save time and effort

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Behavioral Insights for Hyper-Personalization

No more generic , horizontal information. Get insights and information relevant to Banking, Financial Services, Insurance vertical 

Save time and effort

Personalized Outreach powered by Gen AI

No more generic , horizontal information. Get insights and information relevant to Banking, Financial Services, Insurance vertical 

Hassle-free execution

Ready-to-Use Insight Templates

Pre-built templates convert complex data into actionable insights, from spotting market trends through job openings to understanding IT strategies from news—helping teams make quick, strategic decisions.

Hassle-free execution

Customer Speak

"A tool tailormade for outbound selling process. Makes outreach easy and informed. Saves SDR time from other tasks"

Pragadesh, SDR lead, Kissflow

"The tool has complete;y transformed the way we prepare for sales meetings. Our win rates have increased by 20% and the entire team is more confident walking into calls"

Pulkit Midha, CIO, Businessnext

"My ABM initiatives like round tables, personalization efforts were never more informed, targeted and impactful"

Chloe Wilson

"The specific information like Annual report insights, news, signals, people level inisghts are not found anywhere else. Go-to tool if you are in BFSI"

Drew Carlyle

A tool tailormade for outbound selling process. Makes our outreach easy and informed. 

Pragadesh, SDR, Kissflow

This tool has completely transformed the way we prepare for sales meetings. Our win rates have increased by 20%, and the entire team is more confident walking into calls.

Pulkit Midha, CIO, BusinessNext

My ABM initiatives like round tables, personalized initiatives were never more informed, targeted and impactful. 

Chloe Wilson


Trusted by companies across verticals
 

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Get in Touch

Interested in learning how our solution can revolutionize your sales process? We’d love to discuss how we can help you get more customer meetings, conduct great ABM initiatives, do stellar discovery meetings with prospective customers. Whether you're a small team or an enterprise, our solution scales to meet your needs.


FAQs

  • Our AI-powered platform provides actionable insights at every stage of the sales process, from Marketing to discovery meetings. These tools help GTM teams outreach faster, better to book more meetings and convert them from discovery to further stages.

  • We offer seamless integration with major CRMs like Salesforce, HubSpot, and more. All updates and follow-up actions can be automated to keep your CRM up-to-date without manual input. We also offer our own platform for data orchestration and manipulation

  • ​Absolutely. We know that each sales team is unique, so we offer customizable features and workflows to fit the specific needs of your team and your sales process.

  • We provide industry specific enrichments and predictive insights for e.g. number of branches, loan products offered, Assets under management (AUM) among others. This enables outreach and marketing crafted for BFSI customers specifically.

  • We offer comprehensive support, including onboarding, training, and ongoing customer support to ensure that your team gets the most out of our platform from day one.

  • Implementation is quick and easy, thanks to our seamless integrations and user-friendly interface. Most teams are fully onboarded within a week, and many see noticeable improvements in their sales process within the first month, including increased win rates and shorter sales cycles.

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