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Migration Guide5-step planUpdated May 25, 2026

Migrating from Saleshandy to Outsolvi

Someone migrating from Saleshandy is typically either an Outlook user affected by Saleshandy's V3 Outlook drop, an AE team realising the cold-outreach motion is the wrong shape for their warm-pipeline work, or a team consolidating from Saleshandy's full cold-outreach platform to a lighter stack.

Saleshandy is a cold-outreach platform with sequencing, sender warm-up, and bulk prospect tools. Outsolvi is a warm-pipeline tracking tool. Migration usually means one of two things: (1) the team's motion has shifted from cold-blast to AE relationship work and Saleshandy's instrumentation no longer fits, or (2) Outlook reps were left behind in the V3 Outlook drop and need a tracker that supports them.

The migration pattern: Day 0 audit which Saleshandy features are actually workflow-load-bearing, Day 1 install Outsolvi alongside Saleshandy, Day 7 calibration with focus on motion-fit (not just engagement-data comparison), Day 14 sequence-engine decision (keep Saleshandy at lowest tier for sequences or replace with Lemlist/Smartlead/Mailshake), Day 30 final cutover. If cold-blast motion is still load-bearing, you might keep Saleshandy on its cheapest tier alongside Outsolvi for warm-thread tracking.

Pre-migration checklist (Day 0)

  • Audit Saleshandy usage: which features (sequences, warm-up, finder, drips) are actively used vs unused.
  • Identify motion split: what percent of team output is cold-blast sequencing vs warm-thread relationship motion.
  • List active sequences and their performance — most teams have 70-80 percent stale sequences and 2-4 active ones.
  • Export Saleshandy contact lists and sequence definitions if you'll need them in a replacement cold-outreach tool.
  • Identify Outlook users who were impacted by V3 Outlook drop — these reps need Outsolvi Office.js add-in.

Day-by-day migration plan

Day 0

Motion audit

Honest audit of cold-blast vs warm-thread motion. Determines whether you'll fully replace Saleshandy or keep it alongside Outsolvi.

Tasks
  • Motion split documented (cold-blast % vs warm-thread %)
  • Active sequences identified
  • Outlook user list for Office.js add-in deployment
  • Replacement cold-outreach tool selected (Lemlist, Smartlead, Mailshake) if applicable
Day 1

Install Outsolvi alongside Saleshandy

Outsolvi for warm-thread tracking, Saleshandy continues for cold-blast (temporarily) or until full replacement.

Tasks
  • Outsolvi Gmail extension installed
  • Outsolvi Outlook add-in installed for Outlook reps (the V3-Outlook-drop fix)
  • Onboarding complete
  • Kickoff explaining motion split and dual-tool reality during transition
Day 7

Calibration with motion focus

Compare engagement data, but more importantly assess motion-fit. Are warm threads now properly tracked? Is the cold-blast motion still load-bearing or is it tapering?

Tasks
  • Engagement comparison on warm threads
  • Cold-blast motion assessment — keep or replace?
  • Hot-lead detection threshold tuned
  • Reply sentiment grading validated
Day 14

Sequence-engine decision and replacement

Either keep Saleshandy at lowest tier for active sequences, or replace cold-outreach engine with Lemlist/Smartlead/Mailshake, or drop sequences entirely if motion has shifted to warm-only.

Tasks
  • Sequence engine decision documented
  • If replacing: new cold-outreach tool configured and active sequences migrated
  • If keeping Saleshandy: downgrade to lowest tier supporting active sequences
  • If dropping: archive sequence data and remove from workflow
Day 30

Final cancellation or consolidation

Saleshandy fully cancelled if replaced, or kept at lowest tier alongside Outsolvi as the dual-tool stack.

Tasks
  • Saleshandy cancelled (if replacing) or downgraded (if keeping)
  • Replacement tool fully active (if applicable)
  • Team workflow documented for new stack
  • Retrospective and metrics review

Common gotchas for Saleshandy migrations

Problem

V3 Outlook drop means Outlook reps have been working without proper tracking. Some reps don't realise how degraded their data has been.

Solution
Surface this in Day 1 onboarding. Outlook reps installing Outsolvi will see meaningful improvement in tracking data quality. The contrast vs Saleshandy's web-app fallback is significant.
Problem

Team has been treating cold-blast engagement metrics as if they apply to warm motion. Open rates from Saleshandy's cold sends were always inflated.

Solution
Day 7 calibration will show this. Confidence-scored opens (Outsolvi) on warm threads are the more accurate baseline. Cold-blast metrics should be assessed separately — they're a different motion with different success criteria.
Problem

Active cold-outreach sequences can't be easily migrated to a different platform.

Solution
Don't migrate stale sequences. Identify the 2-3 actually-working sequences and rewrite them from scratch in the replacement tool, taking the opportunity to update copy. Most teams find the rewrite-from-scratch approach produces better sequences than direct migration.
Problem

Team is unsure whether to keep cold-blast motion at all.

Solution
If the team's motion has shifted to AE warm-pipeline (typical signal: most active deals come from referrals or warm intros, not from cold-outreach replies), Saleshandy's cold infrastructure may be entirely unnecessary. Cancel fully and run Outsolvi-only on warm motion.
Team rollout playbook

Motion-split teams have different rollout needs. SDR / BDR reps still running cold-blast keep Saleshandy and add Outsolvi for the warm-thread layer once a prospect responds. AE reps running warm-pipeline motion swap fully to Outsolvi from Day 1. Phased rollout by motion segment, not just by rep count.

Risk mitigation

30-day dual-run minimum. If keeping Saleshandy at lowest tier alongside Outsolvi, the parallel state is permanent (not temporary), so configure both tools' integrations cleanly to avoid duplicate activity logging. If fully replacing Saleshandy, plan the cold-outreach tool migration in parallel — don't leave the cold motion uninstrumented during the transition.

Frequently asked questions

Should I keep Saleshandy or fully replace it?+

Depends on motion split. If 60+ percent of sales motion is cold-blast sequencing, keep Saleshandy (or migrate to Lemlist/Smartlead/Mailshake for the cold layer) and add Outsolvi for warm-thread tracking. If 60+ percent is warm AE motion, fully replace Saleshandy with Outsolvi.

Why did Saleshandy drop Outlook in V3?+

Saleshandy's V3 architectural rewrite focused on Gmail-Workspace as the primary email infrastructure. Outlook reps now run through a web-app workaround rather than a native add-in, which means less reliable tracking and worse user experience. For Outlook-heavy teams, this is the primary migration trigger.

What's the cost split if I keep Saleshandy + add Outsolvi?+

Saleshandy lowest tier (Outreach Starter at $25/user/mo yearly) + Outsolvi Teams Pro at $20/user/mo yearly = $45/user/mo total. That's roughly equivalent to Yesware Premium yearly ($35) but covers both cold and warm motion. Compare to staying on Saleshandy Scale at $50-$55 with no warm-thread visibility.

Can I run Outsolvi inside Saleshandy's web app?+

No. Outsolvi is an Outlook add-in or Gmail Chrome extension. It runs in the email client, not inside a third-party web app. For Outlook reps using Saleshandy's web-app fallback, Outsolvi gives them back proper native Outlook tracking — which is the main reason to migrate.

Start your Saleshandy migration today

14-day free trial of Outsolvi, no credit card. Run alongside Saleshandy during the calibration period, then cutover when the data confirms the new tool works for your team.

Nate SummersCo-Founder, Outsolvi

Nate built Outsolvi after watching every email-tracking tool he had ever used lie to him about opens. Outsolvi runs Tier 1 to 5 confidence scoring on every open, native in Outlook and Gmail, so the number on the dashboard is one a rep can actually act on.

Last reviewed May 25, 2026Editorially independent

We update these pages when the underlying mechanics change — new mailbox-provider rules, new tracker behavior, new measurement gaps. The dates above are real revisions, not auto-touches.