What Is Outreach Automation And How Can You Use It For Your Business?

July 21


What Is Outreach Automation And How Can You Use It For Your Business?

By Hanson Cheng

July 21, 2023

  • minute read
  • When new business owners start learning how to make money online

     they quickly realize that building up a network of potential customers is essential for long-term success. But what if you don't have the time or resources to cultivate these relationships manually? Is there no hope for you?

    If you're in this situation, then outreach automation might just become your new best friend. 

    In this article, I'll explore what outreach automation is, how it can benefit your business and some tips for getting started.

    What Is Outreach Automation?

    Outreach automation uses software to streamline and automate repetitive tasks associated with customer outreach, such as email, social media engagement, and follow-ups.

    While some business owners are hesitant to embrace automation, thinking it will make their outreach seem cold and impersonal, the truth is that when done correctly, outreach automation can help you build stronger relationships with your customers.

    What Does Outreach Software Do?

    Outreach software automates the process of sending out emails and other forms of communication to potential customers or partners. It can help you save time and ensure that all communications are consistent and accurate.

    There are various types of outreach software available, each with its own set of features and benefits. You'll need to consider your specific needs when choosing the right software for your business.

    What Are The Best Outreach Automation Tools And Platforms For Outreach Automation?

    Here are the top outreach automation tools to consider.


    Best Overall Automation Outreach Tool


    Outreach is a sales engagement platform that  helps sales teams automate their outreach efforts and connect with more prospects.

    With proprietary AI technologies, Outreach analyzes a salesperson's interactions and provides real-time guidance on the best times to reach out, the best topics to discuss, and even the best type of message to send.

    Outreach also provides a suite of tools to automate workflows and keep track of interactions, so sales teams can focus on selling, not administrative tasks.

    Key Features:

    • Take the guesswork out of forecasting and ensure you never fall short on pipeline coverage again.
    • Fix pipeline issues before they become deal-breakers and get alerted the second a deal is in jeopardy.
    • Forecast with more accuracy and align your entire team around a common goal.
    • Spend more time driving outcomes and less time managing data by having all the information you need in one place.
    • Identify the path to take by understanding which activities matter most at each deal stage.


    Outreach Pricing

    Request pricing to learn more about Outreach's pricing and subscription options.


    Best For outreach personalization


    Klenty is a sales outreach tool that helps users book more meetings and get more replies. Klenty allows users to execute multi-channel sales outreach, including personalized emails, calls, and LinkedIn tasks.

    Klenty's features include adding specific details to each message for more personalization and tools to ensure every mail lands in the prospect's primary inbox. You can also track link clicks and attachment views to know when a prospect engages with your content. Plus, Klenty automates CRM and admin work - so you can focus on selling, not on paperwork.

    Key Features:

    • Automate your sequences and take the hassle out of follow-ups.
    • Amplify your outreach with pre-written templates that get responses.
    • Get instant responses to your sales emails and avoid getting lost in the inbox abyss.
    • Have all communications under one roof - view all your prospect's interactions (emails, calls, meetings) from a single page.


    Klenty Pricing

    Klenty currently offers these plans:

    These are on a per-user, per-month basis, billed annually.


    Best For Sending Multi-Stage Sequences


    With the help of SalesHandy, you can easily automate your cold email outreach process so that you can focus on other things. 

    SalesHandy allows you to create multi-stage sequences sent out automatically at predetermined intervals. This means you can send out a large volume of cold emails without composing and sending each one individually. In addition, SalesHandy's advanced cold emailing features ensure high deliverability rates, making your messages more likely to reach your intended recipients. 

    Thanks to its advanced features and high deliverability rates, SalesHandy is the perfect solution for busy professionals who want to save time and get better results from their cold email campaigns.

    Key Features:

    • With SalesHandy, you can easily find and add new prospects to your campaign from LinkedIn.
    • SalesHandy's email ramp-up feature allows you to gradually increase the number of emails you send out over time. This ensures that your messages are more likely to be received and not considered spam.
    • SalesHandy's bounce guard feature protects your sender reputation by automatically removing bounced email addresses from your list.
    • SalesHandy's email health score lets you know which of your messages will most likely be opened and read.
    • The email preheader feature allows you to add a preview of your message that appears in the recipient's inbox.
    • With SalesHandy's writing assistance feature, you can get help composing your messages so that they are more likely to get results.


    SalesHandy Pricing

    The following packages are available with SalesHandy:


    Best For Chrome Automation


    SmartReach offers a free Chrome Extension that salespeople can use to search and add leads from LinkedIn. Users can also sync prospects from their CRM, upload them using CSV files, and add detailed data about prospects by creating unlimited custom columns. 

    SmartReach integrates natively with email finder tools, so salespeople can spend less time looking for contacts and more time closing deals.

    Key Features:

    • Personalize your emails with the prospect's first name, company name, and other custom fields to make a lasting first impression.
    • Maximize email deliverability with email verification, domain authentication (DMARC), and other email deliverability best practices.
    • Using bi-directional sync, you can natively sync prospect and email activity data with Salesforce, HubSpot, Pipedrive, or any other CRM.
    • Sync activity/prospect categories in your CRM helps with easy organization and reporting.
    • Use extensive prospect reports to know which prospects are most engaged and interested in your product/service.


    SmartReach Pricing

    Choose the perfect plan for you with SmartReach:


    Best For Lead Nurturing


    Reply.io is the perfect tool for automating your inbound lead communication, giving you a competitive edge by qualifying and responding to leads in real-time. 

    With Reply, you can instantly connect with trial users, blog subscribers, and leads who have requested demos. You can also use Reply to automate lead nurturing throughout the sales cycle and re-engage stale opportunities.

    You could also set up an automated system that sends personalized emails to individuals who have visited your website but haven't yet taken action. This ensures that you're staying top of mind with your prospects and that they are reminded to take the next step in the sales process.

    Key Features:

    • Save prospects to a specific list in your Reply account and push new users to a CRM of your choice with two-way integrations.
    • Get your emails automatically verified with NeverBounce, Clearbit, or ZeroBounce for increased deliverability.
    • Get help with sourcing and targeting by using Reply's powerful built-in search or by integrating with a lead generation tool like LinkedIn Sales Navigator.
    • Automatic phone number validation for improved accuracy and deliverability of your outreach campaigns.


    How To Create A Successful Outreach Campaign Using Automation Tools

    Now that I've looked at various tools you could use for outreach automation, let's take a look at how to create a successful campaign.

    When planning your outreach campaign, there are a few key things to consider:

    • Your audience: Who are you trying to reach?
    • Your goals: What do you hope to achieve with your campaign?
    • Your budget: How much are you willing to spend on your outreach efforts?
    • Your timeline: When do you want to launch your campaign, and how long do you want it to run for?

    With these answers in mind, here are the steps to consider.

    Plan Your Campaign

    Whether you're starting an online business or are already up and running, it's essential to have a plan for your outreach efforts. This will help you focus on the right people and avoid wasting time and resources on those less likely to be interested in what you have to say.

    Create A List Of Potential Customers

    Once you know who you're trying to reach, it's time to create a list of potential customers. This could be people who have visited your website, signed up for your email list, or downloaded a white paper from your site.

    Find Contact Information

    The next step is to find the contact information for the people on your list. There are several ways to do this, but by using the best LinkedIn automation tool, you can quickly find the email addresses and phone numbers of decision-makers at the companies you're targeting.

    Write Personalized Messages

    Once you have the contact information for your list, it's time to start writing your outreach messages. These should be personalized and relevant to the recipient's needs. In other words, don't just copy and paste the same message to everyone on your list.

    Send Your Messages

    Using various marketing automation tools modules, you can automate your outreach process by setting up a series of personalized messages to go out over some time. This way, you can stay in touch with your list without manually sending each message.

    Measure Your Results

    Finally, it's essential to measure the results of your outreach campaign so that you can see what's working and what's not. One way to do this is to track key performance indicators (KPIs) such as the number of contacts reached, the number of responses received, and the number of sales generated.

    Following these steps, you can create a successful outreach campaign to help you achieve your business goals. And with the power of automation, you can make the process much easier and more efficient.


    Outreach automation can be a great way to improve the effectiveness of your marketing campaigns. By following these tips, you can ensure your campaigns are as successful as possible.

    Always remember that outreach automation is not a replacement for human interaction. You still need to make sure that you are personalizing your messages and engaging with your contacts on a human level. With the right balance of automation and personalization, you can create outreach campaigns that are both effective and efficient.

    Last Updated on July 21, 2023 by Hanson Cheng

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    Hanson Cheng

    About the author

    Living in Portugal with my wife and puppies.
    Scaling online businesses and sharing lessons learned on this website and in our email newsletter.

    Always happy to hear from you, so find me on Instagram if you want to say hi!

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