Outreach Tools Compared: From Spreadsheets to Dedicated CRMs

Outreach is now one of the most common activities in digital marketing, SEO content writing, PR, and partnership building.

Outreach is now one of the most common activities in digital marketing, SEO content writing, PR, and partnership building. From earning backlinks and publishing guest posts to collaborating with influencers, your outreach is what’s going to enable a brand to connect well with the right people at the RIGHT time. Outreach, in the early days of e-commerce enterprise sellers at least, was straight forward and frequently manual. Marketers were managing their contacts in notebooks, excel sheets, and following up based on memory. This quickly turned into a mess as campaigns got larger. The tools have gotten more sophisticated now, turning outreach into a methodical and scalable process — to the point that platforms like GuestPostCRM illustrate just how much of an evolution there has been in managing outreach. Before we get started, though — it's crucial to note that your business processes scale with growth (as per the subtitle of this article!) You must understand when spreadsheets simply can't bridge Excel and have a dedicated system. 

The Evolution of Outreach Tools 

Just like the internet itself, outreach tools have evolved over time. Early outreach was defined by email exchanges and rudimentary contact lists. As SEO and content marketing grew into their own, outreach became enormous campaigns featuring hundreds or thousands of contacts. All this growth leads to organization, automation, and tracking. 

That was a step towards: Structure —> Spreadsheets Marketers were given the feature to take down names, email addresses and URLs, with very basic note keeping capabilities. Between then and now, inside of these spreadsheets' marketers added columns for follow-ups, responses, live links… The approach was sufficient for too few a time, as the limitations of spreadsheets became evident. Errors multiplied, data aged quickly, and collaboration was challenging as a result. 

That is where specialized outreach tools and CRMs helped to a certain extent. So, these systems centralized the data, automated repetitive tasks, or provided insights that spreadsheets could only dream of. Extension Outreach tools now span from basic email trackers to dedicate delink acquisition and outreach CRMs. 

Understanding Outreach with Spreadsheets 

The majority of Outreach Campaign begins with a spreadsheet. Spreadsheets are inexpensive tools that are easy to use, and therefore most individuals know how to use this technology. Using a spreadsheet will allow you to record all your contacts' information, each outreach stage's status, in addition to any notes from your outreach interactions. 

But spreadsheets are only as effective as the input, which is primarily provided by the user. Therefore, the primary limitation of using a spreadsheet is the inability to track the recipient of each email and the time the email was sent out and the date the recipient responded. Each time you send or receive an email, you must update the spreadsheet manually; this may introduce inconsistencies in the information, which can result in lost business. As such, when multiple people have been working on a spreadsheet, it has a very high probability of creating data integrity errors and/or losing track of which version is the most up-to-date version. Additionally, spreadsheets do not integrate with email systems, and they are not equipped with performance analytics or reminders for measuring outreach success. 

Despite these limitations, spreadsheets remain the tool of choice for many Outreach Campaign professionals because of their customizability and flexibility in the way they can be used. Although, the disadvantage of customizing your spreadsheets is that it places limits on the scale and efficiency of that customization. 

The Rise of Outreach-Specific Tools 

The growth of outreach campaigns has led to the development of a new, growing segment of technology providing tools specifically for outreach. These types of tools provide features that help businesses manage, automate, and track respondents and reply to outreach communications. Tools specifically created for outreach provide marketers with one single location where they can communicate with potential clients through email (instead of using spreadsheets) and integrate directly into email service providers. 

The creation of tools specifically for outreach will help reduce the amount of manual processing required by businesses and improve the overall response rates to outreach emails. By eliminating many of the time-intensive tasks associated with sending a message, they allowed marketers to send messages in bulk and still personalize each communication. However, most tools created for outreach only provide a basic level of functionality for tracking and managing email campaigns, with limited capabilities for providing detailed or long-term reporting on outreach activity and/or maintaining long-term relationships with contacts. 

The availability of tools created specifically for outreach has come to the desire for a broader range of solutions that include outreach functionality, relationship tracking, and analytic capabilities. 

Dedicated CRMs for Outreach Campaigns 

One of the final stages of developing outreach tools is using Outreach-specific CRMs to provide a complete view of outreach efforts; in addition to just tracking emails, the platforms include metrics on campaign performance, automated workflows, and maintained records of contact history. 

With a single system, teams can manage literally thousands of contacts while maintaining their entire context of relationship status. Each interaction is recorded automatically, allowing for easy understanding of how each contact relates to your company. Links can be created for follow-up meetings; reminders can be set up, and tasks can be assigned to team members. Spreadsheet organization at this level isn’t possible with spreadsheets alone. 

As all this has taken place, the Link-Building CRM continues to be an essential component in developing an SEO-centered outreach programmed. These systems enable organizations to manage their relationships with bloggers, publishers, and website owners in an organized way rather than in a sporadic manner, helping to create a solid structure and organization for effective outreach campaigns. 

Why Teams Outgrow Spreadsheets 

The number of contacts grows too quickly for spreadsheet tracking when reaching out to many contacts. Spreadsheets work on a small number of contacts, but they can't keep up with tracking the outreach efforts of hundreds or thousands of contacts. Teams spend too much of their time updating the spreadsheets manually, rather than using that time to focus on the overall strategy and customizing communications for each contact. 

Visibility is limited; there is no easy way to see how effective or ineffective a campaign is unless teams do all the analysis manually to figure out response rates, conversion rates, and whether or not the messaging is working. Without having a full understanding, teams cannot properly optimize their campaigns. 

Additionally, teams that have members in different geographic locations need accountability and to be provided with real-time availability of the data related to a campaign to collaborate effectively. Dedicated Customer Relationship Management systems (CRMs) provide that through features such as shared dashboards, activity logs, and defined user access rights. 

The Value of Automation in Outreach 

The use of dedicated outreach products allows users to enjoy a wide variety of automation options, such as: Automated Follow-Up: As mentioned above, having automated follow-ups ensures that you will not miss out on any opportunities due to being busy or forgetting about them. The manual task of following up with people takes up time and effort, which is where utilizing templates for follow-ups can help you save time when creating automated follow-ups. 

Having your automated follow-ups in place is beneficial, but having real human interaction with your audience is critical for long-term success in outreach. Therefore, it is crucial to maintain the delicate balance between having your outreach managed by automation versus having your outreach managed by a real person. 

Apart from offering automated follow-ups, dedicated CRM software will also automate the process of tracking and measuring engagement rates through exceptional data collection abilities. Tracking the open rate, reply rate, and link status of your email campaign allows you to obtain the same level of detailed insight as if you were physically collecting the data yourself. 

Choosing the Right Outreach Tool for Your Needs 

The outreach tool is selected based on campaign size, team makeup, and goals. Spreadsheets may work for someone or a small number of projects, with their flexibility and simplicity at no additional cost. 

Similar to Outreach Specific Tools, CRMs can increase an expanding agency/team efficiency and organization. For continuous campaigns, these tools streamline collaborative efforts while reducing the amount of manual labor necessary. 

If your outreach is extensive or focused on search engine optimization, the best tool to use is a dedicated CRM. A vast pool of CRM content can provide a return on the investment gained through improved relational management/organization/automated reporting. 

Future Trends in Outreach Management 

As technology evolves, so does the development of outreach technologies. One method of enhancing outreach capabilities is through the use of artificial intelligence, which can help forecast response rates, customize messages, and determine the optimal time for sending them out. Thanks to the growing use of data enrichment capabilities, we are now able to provide more accurate and targeted contacts than ever before. 

The prevalence of integration between outreach CRMs and other marketing technologies has also led to the ability of marketers to integrate their outreach campaigns with their entire digital marketing strategy, as well as make more informed decisions based on the available data. 

The continued success of outreach will depend on how well outreach tools are utilized, particularly as competition intensifies customers' attention. While having a strategy and remaining genuine is essential, the right tools can greatly aid in enhancing the level of effort exerted by marketers. 

Conclusion 

The advances in outreach technology have been from simple spreadsheets to comprehensive, specialized outreach tools. Spreadsheets can be a good foundation for your first attempts at outreach, but as outreach programs begin to expand, the limitations of spreadsheets become clear. The use of CRMs and other specialized outreach technologies allows marketers to access data, automate their processes, and collaborate with their team to turn outreach into a part of their business strategy. 

When marketers understand these distinctions, they can prepare for the future by choosing the right outreach tools for the current need of their marketing department. By using the correct system for outreach at the right time, marketers can build stronger relationships with their audience, improve their team's productivity, and build valuable lasting links.