If you’re juggling email, LinkedIn, cold calls, and maybe a few other channels to reach prospects, you already know this: tracking what’s working (and what’s a waste of time) is a real headache. This guide is for the people in the trenches — SDRs, growth folks, founders, or anyone tired of guesswork and spreadsheet chaos.
Let’s break down how to actually track multi-channel outreach performance in Bitscale — without buying into hype or getting lost in vanity metrics. You’ll get clear steps, no-nonsense advice, and a few warnings about what not to bother with.
1. Get Your Channels and Data Sources Straight
Before you click a single button in Bitscale, map out where your outreach is happening — and where the data lives. The most common channels:
- Email (Gmail, Outlook, etc.)
- LinkedIn (InMail, connection requests, comments, etc.)
- Phone/SMS
- Other tools (Twitter DMs, WhatsApp, whatever’s relevant)
Why this matters: If you don’t know where your activity is, you can’t track it. Sounds obvious, but this is where most teams start making things up.
What to do: - Make a list of every channel you use to contact leads. - Note which tools you use for each channel (e.g., Outreach.io for email, LinkedIn Sales Navigator, Aircall, etc.). - Decide which channels really matter — not every experiment needs deep tracking.
Pro tip: Don’t try to track every single thing. Focus on 2-3 channels that actually move the needle for your business.
2. Set Up Bitscale Integrations Properly
Bitscale can pull in data from your main channels, but only if you hook things up the right way. Integrations are where most tracking efforts break down.
How to do it: - Email: Connect your main sending accounts. Bitscale should support Google and Office 365. Make sure you’re using the right account (not your personal inbox or a generic alias). - LinkedIn: Some platforms have limits here. If Bitscale offers a browser extension or direct LinkedIn integration, install it and check that your outreach activity is being logged. - Phone/SMS: If you use a VoIP or calling tool (like Aircall or Twilio), connect it. Manual logging is tedious and people forget. - Other sources: If you’re doing outreach somewhere less standard, see if Bitscale supports Zapier or a CSV import. Not fancy, but gets the job done.
Watch out for: - Integrations that only import basic data (like sent/received, but not replies). - “One-way” syncing — if Bitscale can’t push updates back to your other tools, be careful not to create double work.
Reality check: Integrations sound easy in demos. In real life, test everything with a few dummy activities. Don’t just trust the “Connected!” message.
3. Define What Success Looks Like (Before You Start Measuring)
Don’t fall into the trap of tracking “activity” for its own sake. Before you start, pick the metrics that matter for your business.
The usual suspects: - Total outreach attempts (emails sent, calls made, LinkedIn messages) - Reply/response rates - Meetings booked - Deals created or demos scheduled
What not to obsess over: - Open rates (email clients block tracking pixels; these numbers are usually off) - “Impressions” or “views” on LinkedIn (just noise) - Time spent on outreach (busy ≠ effective)
Set simple goals: For example, “We want to book 10 meetings a week, regardless of channel.” Don’t get lost in percentages unless they actually mean something.
4. Build Outreach Sequences and Tag Them
Bitscale is most useful when you organize your outreach into clear sequences or campaigns, and tag them by channel.
How to do it: - Create a sequence for each campaign (e.g., “Outbound April 2024,” “LinkedIn Test,” “Re-Engage Lost Deals”). - Tag each sequence with the main channel or goal (email, LinkedIn, cold call, etc.). - Make sure everyone on your team uses the same names and tags. Inconsistent labeling kills good data.
Why bother? - Lets you compare apples to apples (email vs. LinkedIn vs. phone for the same message). - Makes reporting way less painful.
Pro tip: Don’t create a new sequence for every tiny tweak. Group similar outreach together or you’ll drown in data.
5. Track Outcomes, Not Just Messages Sent
This is where most teams mess up. It’s easy to measure how many emails you send or calls you make. The hard — and useful — part is tracking what actually happened.
What to log: - Replies (and quality of replies, if possible) - Meetings booked (linked to the right contact/account) - Positive/negative responses (even a simple “thumbs up” or “thumbs down” can help) - Deals created (if your outreach directly led to an opportunity)
How Bitscale helps: - If set up right, Bitscale should auto-log replies and meetings. - You may need to manually log certain outcomes, especially if you make calls or get replies outside the tracked channels. - Use custom fields or notes if you want to track “soft” outcomes (like “asked to follow up in 3 months”).
What to ignore: - Tracking every time someone “likes” your LinkedIn post. Not useful for real outreach ROI.
6. Use Bitscale’s Reporting — But Don’t Blindly Trust the Charts
Once your data’s flowing in, Bitscale gives you dashboards and reports. These are helpful, but don’t let pretty graphs distract you from reality.
How to get value: - Filter by sequence and channel to see which outreach is working. - Look at outcomes, not just volume (e.g., which sequence actually books meetings?). - Compare results week over week, not just in aggregate.
What to watch for: - Data gaps: If a channel looks “dead,” check that integration is working. - Vanity metrics: High activity with low outcomes means you’re spinning your wheels. - False positives: Sometimes, reporting tools double-count or miss replies. Always sense-check numbers with your gut and a spreadsheet sample.
Pro tip: Download the raw data now and then. Sometimes what you see in-app is “prettified” or filtered in ways that hide real problems.
7. Use A/B Testing, But Keep It Simple
A/B testing outreach is trendy — but most teams overcomplicate things or draw wild conclusions from tiny sample sizes.
What works: - Test one variable at a time (subject line, call script opener, LinkedIn message format). - Keep your groups big enough — at least 30-50 contacts per variation, or you’re just guessing. - Use Bitscale’s sequence tags or custom fields to mark test groups.
What doesn’t: - Changing three things at once and thinking you learned something. - Obsessing over tiny lifts (a 1% email open rate bump probably doesn’t matter). - Running tests for a week, then moving on without follow-up.
Reality check: Most outreach improvements come from better targeting and messaging, not clever A/B tests. Don’t let “optimization” distract you from actually talking to people.
8. Learn from the Data, Adjust, and Repeat
The whole point of tracking is to get better — not to admire your dashboards.
What to actually do: - Every week or two, look at which channels and sequences drive real results. - Kill or pause what’s not working. Don’t keep running a campaign that’s booking zero meetings. - Double down on what works, but keep testing new approaches — things change fast.
Pro tip: Share wins and losses with your team. There’s no shame in a failed campaign if you learn something.
Final Thoughts: Don’t Overthink It
It’s tempting to chase perfect tracking or get lost in tools. But in the end, the basics matter most: know where your outreach is happening, measure the stuff that moves the business, and keep iterating.
Start simple. Get one or two integrations working well in Bitscale. Focus on tracking real outcomes. If you find yourself spending more time on reporting than talking to prospects, you’re probably overdoing it.
Keep it practical — and don’t believe anyone who says there’s a magic dashboard that’ll close deals for you.