AI SDR Agent Trained to sell to Finance Persona

AI Agents execute your outbound playbook—human input, autonomous execution, real results.

TARGETING

Find leads tailored to your specific qualification criterias.

A scraper assistant that gathers and synthesizes public information to make informed prospecting decisions.

Is using Coupa for spend management

Qualify leads based on their financial product data.

Has multiple product offerings

Qualify accounts based on their product offerings.

Has international presence

Qualify accounts based on their commercial attributes.

Annual revenue over 50M$

Qualify accounts based on their financial reportings.

Is using Quickbooks for accounting

Qualify accounts based on their technical stack.

Has 5+ accountants

Qualify accounts on their team composition.

Has multiple business units

Qualify accounts based on their organizational structure.

Has acquisition history

Qualify accounts based on their growth strategy.

Is using Bloomberg Terminal

Qualify accounts based on their market analysis tools.

TARGETING

Find leads tailored to your specific qualification criterias.

A scraper assistant that gathers and synthesizes public information to make informed prospecting decisions.

Is using Coupa for spend management

Qualify leads based on their financial product data.

Has multiple product offerings

Qualify accounts based on their product offerings.

Has international presence

Qualify accounts based on their commercial attributes.

Annual revenue over 50M$

Qualify accounts based on their financial reportings.

Is using Quickbooks for accounting

Qualify accounts based on their technical stack.

Has 5+ accountants

Qualify accounts on their team composition.

Has multiple business units

Qualify accounts based on their organizational structure.

Has acquisition history

Qualify accounts based on their growth strategy.

Is using Bloomberg Terminal

Qualify accounts based on their market analysis tools.

TARGETING

Find leads tailored to your specific qualification criterias.

A scraper assistant that gathers and synthesizes public information to make informed prospecting decisions.

Is using Coupa for spend management

Qualify leads based on their financial product data.

Has multiple product offerings

Qualify accounts based on their product offerings.

Has international presence

Qualify accounts based on their commercial attributes.

Annual revenue over 50M$

Qualify accounts based on their financial reportings.

Is using Quickbooks for accounting

Qualify accounts based on their technical stack.

Has 5+ accountants

Qualify accounts on their team composition.

Has multiple business units

Qualify accounts based on their organizational structure.

Has acquisition history

Qualify accounts based on their growth strategy.

Is using Bloomberg Terminal

Qualify accounts based on their market analysis tools.

TARGETING

Find leads tailored to your specific qualification criterias.

A scraper assistant that gathers and synthesizes public information to make informed prospecting decisions.

Is using Coupa for spend management

Qualify leads based on their financial product data.

Has multiple product offerings

Qualify accounts based on their product offerings.

Has international presence

Qualify accounts based on their commercial attributes.

Annual revenue over 50M$

Qualify accounts based on their financial reportings.

Is using Quickbooks for accounting

Qualify accounts based on their technical stack.

Has 5+ accountants

Qualify accounts on their team composition.

Has multiple business units

Qualify accounts based on their organizational structure.

Has acquisition history

Qualify accounts based on their growth strategy.

Is using Bloomberg Terminal

Qualify accounts based on their market analysis tools.

TARGETING

Find leads tailored to your specific qualification criterias.

A scraper assistant that gathers and synthesizes public information to make informed prospecting decisions.

Is using Coupa for spend management

Qualify leads based on their financial product data.

Has multiple product offerings

Qualify accounts based on their product offerings.

Has international presence

Qualify accounts based on their commercial attributes.

Annual revenue over 50M$

Qualify accounts based on their financial reportings.

Is using Quickbooks for accounting

Qualify accounts based on their technical stack.

Has 5+ accountants

Qualify accounts on their team composition.

Has multiple business units

Qualify accounts based on their organizational structure.

Has acquisition history

Qualify accounts based on their growth strategy.

Is using Bloomberg Terminal

Qualify accounts based on their market analysis tools.

EVENTS

And reach them when it matters the most.

Smart lead generation that finds your ideal customers by monitoring targeted industry intent signals.

Launching in a new market

It could indicate the need to build new financial models.

Announcing merger plans

It could indicate need in a post-merger system integration solution.

Followed a competitor on Linkedin

It could indicate similar interests for your solution.

Recruiting the first CFO

It could indicates their need for a specific library.

Recruiting in corporate M&A

It could indicates they are looking for new merger and acquisitions.

Recruiting a procurement specialist

It could indicate a need in procurement automation solutions.

Is looking like a current customer

Qualify account based on their similarity with your customers.

Has a closed lost opportunity due to competition 6month ago

Qualify accounts based on their previous sales opportunities.

Has no interactions since 1 year

Qualify accounts based on their previous interactions.

EVENTS

And reach them when it matters the most.

Smart lead generation that finds your ideal customers by monitoring targeted industry intent signals.

Launching in a new market

It could indicate the need to build new financial models.

Announcing merger plans

It could indicate need in a post-merger system integration solution.

Followed a competitor on Linkedin

It could indicate similar interests for your solution.

Recruiting the first CFO

It could indicates their need for a specific library.

Recruiting in corporate M&A

It could indicates they are looking for new merger and acquisitions.

Recruiting a procurement specialist

It could indicate a need in procurement automation solutions.

Is looking like a current customer

Qualify account based on their similarity with your customers.

Has a closed lost opportunity due to competition 6month ago

Qualify accounts based on their previous sales opportunities.

Has no interactions since 1 year

Qualify accounts based on their previous interactions.

EVENTS

Smart lead generation that finds your ideal customers by monitoring targeted industry intent signals.

And reach them when it matters the most.

Launching in a new market

It could indicate the need to build new financial models.

Announcing merger plans

It could indicate need in a post-merger system integration solution.

Followed a competitor on Linkedin

It could indicate similar interests for your solution.

Recruiting the first CFO

It could indicates their need for a specific library.

Recruiting in corporate M&A

It could indicates they are looking for new merger and acquisitions.

Recruiting a procurement specialist

It could indicate a need in procurement automation solutions.

Is looking like a current customer

Qualify account based on their similarity with your customers.

Has a closed lost opportunity due to competition 6month ago

Qualify accounts based on their previous sales opportunities.

Has no interactions since 1 year

Qualify accounts based on their previous interactions.

EVENTS

Smart lead generation that finds your ideal customers by monitoring targeted industry intent signals.

And reach them when it matters the most.

Launching in a new market

It could indicate the need to build new financial models.

Announcing merger plans

It could indicate need in a post-merger system integration solution.

Followed a competitor on Linkedin

It could indicate similar interests for your solution.

Recruiting the first CFO

It could indicates their need for a specific library.

Recruiting in corporate M&A

It could indicates they are looking for new merger and acquisitions.

Recruiting a procurement specialist

It could indicate a need in procurement automation solutions.

Is looking like a current customer

Qualify account based on their similarity with your customers.

Has a closed lost opportunity due to competition 6month ago

Qualify accounts based on their previous sales opportunities.

Has no interactions since 1 year

Qualify accounts based on their previous interactions.

Trusted by 1,500+ brands

  • Brand Logo

    Zipsales transformed our outbound process overnight. We went from manual, inconsistent outreach to a fully automated, hyper-personalized AI SDR Agent that books meetings 10x faster.

    Talitha Thompson

    Account Executive

  • Brand Logo

    We cut our SDR hiring costs by 70% and still 3x’d our meetings booked. Zipsales is the ultimate AI sales rep—always learning, always improving.

    Benjamin Sternsmith

    Chief Revenue Officer

  • Personalization at scale was always a challenge for us. Zipsales nails it—custom AI SDR Agent that sound human, adapt to industry nuances, and get real engagement.

    Matthew Lenhart

    Senior Manager, Sales Ops & Strategy

  • Brand Logo

    We replaced our entire outbound SDR team with Zipsales AI SDR Agents. Not only did we save six figures on hiring, but our pipeline has never been stronger.

    Asaf Niv

    R&D Operations

  • Brand Logo

    Onboarding was seamless—Zipsales integrated with our CRM and sales tools instantly. Within weeks, we saw a 50% increase in high-quality leads.

    Erin Terry

    Sales Enablement Specialist

  • Brand Logo

    Zipsales transformed our outbound process overnight. We went from manual, inconsistent outreach to a fully automated, hyper-personalized AI SDR Agent that books meetings 10x faster.

    Talitha Thompson

    Account Executive

  • Brand Logo

    We cut our SDR hiring costs by 70% and still 3x’d our meetings booked. Zipsales is the ultimate AI sales rep—always learning, always improving.

    Benjamin Sternsmith

    Chief Revenue Officer

  • Personalization at scale was always a challenge for us. Zipsales nails it—custom AI SDR Agent that sound human, adapt to industry nuances, and get real engagement.

    Matthew Lenhart

    Senior Manager, Sales Ops & Strategy

  • Brand Logo

    We replaced our entire outbound SDR team with Zipsales AI SDR Agents. Not only did we save six figures on hiring, but our pipeline has never been stronger.

    Asaf Niv

    R&D Operations

  • Brand Logo

    Onboarding was seamless—Zipsales integrated with our CRM and sales tools instantly. Within weeks, we saw a 50% increase in high-quality leads.

    Erin Terry

    Sales Enablement Specialist

Trusted by 1,500+ brands

  • Brand Logo

    Zipsales transformed our outbound process overnight. We went from manual, inconsistent outreach to a fully automated, hyper-personalized AI SDR Agent that books meetings 10x faster.

    Talitha Thompson

    Account Executive

  • Brand Logo

    We cut our SDR hiring costs by 70% and still 3x’d our meetings booked. Zipsales is the ultimate AI sales rep—always learning, always improving.

    Benjamin Sternsmith

    Chief Revenue Officer

  • Personalization at scale was always a challenge for us. Zipsales nails it—custom AI SDR Agent that sound human, adapt to industry nuances, and get real engagement.

    Matthew Lenhart

    Senior Manager, Sales Ops & Strategy

  • Brand Logo

    We replaced our entire outbound SDR team with Zipsales AI SDR Agents. Not only did we save six figures on hiring, but our pipeline has never been stronger.

    Asaf Niv

    R&D Operations

  • Brand Logo

    Onboarding was seamless—Zipsales integrated with our CRM and sales tools instantly. Within weeks, we saw a 50% increase in high-quality leads.

    Erin Terry

    Sales Enablement Specialist

  • Brand Logo

    Zipsales transformed our outbound process overnight. We went from manual, inconsistent outreach to a fully automated, hyper-personalized AI SDR Agent that books meetings 10x faster.

    Talitha Thompson

    Account Executive

  • Brand Logo

    We cut our SDR hiring costs by 70% and still 3x’d our meetings booked. Zipsales is the ultimate AI sales rep—always learning, always improving.

    Benjamin Sternsmith

    Chief Revenue Officer

  • Personalization at scale was always a challenge for us. Zipsales nails it—custom AI SDR Agent that sound human, adapt to industry nuances, and get real engagement.

    Matthew Lenhart

    Senior Manager, Sales Ops & Strategy

  • Brand Logo

    We replaced our entire outbound SDR team with Zipsales AI SDR Agents. Not only did we save six figures on hiring, but our pipeline has never been stronger.

    Asaf Niv

    R&D Operations

  • Brand Logo

    Onboarding was seamless—Zipsales integrated with our CRM and sales tools instantly. Within weeks, we saw a 50% increase in high-quality leads.

    Erin Terry

    Sales Enablement Specialist

Have a question?

We are here to answer.

Can I integrate Zipsales with my existing CRM?

Yes! Zipsales seamlessly integrates with major CRMs like Salesforce, HubSpot, and Outreach, ensuring all your sales data stays in sync. You can import and export prospect data effortlessly.

How does Zipsales ensure lead quality?

Is there a limit to how many emails I can send using Zipsales?

Can I customize the AI SDR Agent for my industry?

How does Zipsales personalize outreach?

Can I integrate Zipsales with my existing CRM?

Yes! Zipsales seamlessly integrates with major CRMs like Salesforce, HubSpot, and Outreach, ensuring all your sales data stays in sync. You can import and export prospect data effortlessly.

How does Zipsales ensure lead quality?

Is there a limit to how many emails I can send using Zipsales?

Can I customize the AI SDR Agent for my industry?

How does Zipsales personalize outreach?

Can I integrate Zipsales with my existing CRM?

Yes! Zipsales seamlessly integrates with major CRMs like Salesforce, HubSpot, and Outreach, ensuring all your sales data stays in sync. You can import and export prospect data effortlessly.

How does Zipsales ensure lead quality?

Is there a limit to how many emails I can send using Zipsales?

Can I customize the AI SDR Agent for my industry?

How does Zipsales personalize outreach?