This category includes blog articles relevant to the Click2Mail CRM Hub.

How Outsourced Mailroom Services Can Cut Costs and Boost Results

By Lee Garvey (Refreshed 11/10/2025)

In an age of digital everything, the humble mailroom might seem like a relic. Yet, it remains a critical hub for invoices, legal documents, and marketing campaigns that demand a physical presence. But managing this operation in-house often means grappling with hidden costs, logistical headaches, and a drain on productivity.

This is where a strategic shift changes the game. Outsourced mailroom services are transforming this traditional cost center into a powerful engine for efficiency and growth. By partnering with a specialized provider, businesses are not just sending mail—they are unlocking significant advantages that directly impact the bottom line.

From your desk — in minutes

Launch 500 postcards / flyers / letters in ~5 minutes. We print, address, and mail for you.

Upload your design and mailing list, pay, done.
No post office run. No subscriptions.
Next-business-day mailing for most products.

Create your free account No minimums. Use any email to get started.

What Are Outsourced Mailroom Services? (And Why Now?)

Outsourced mailroom services involve handing over the daily management of your company’s physical mail and packages to an external expert. This isn’t just about dropping letters in a mailbox; it’s about integrating a streamlined, technology-driven process that handles everything from start to finish. This model has gained traction because it directly addresses the modern need for agility and digital fluency in every business operation.

Key functions typically include:

  • Inbound Processing: Sorting, distributing, and even digitally scanning incoming mail.
  • Outgoing Management: Handling the preparation, postage, and dispatch of all letters and packages.
  • Advanced Tracking: Providing visibility into the status of both incoming and outgoing items.
  • Digital Integration: Offering electronic delivery options and seamless data entry into your company’s systems.

Read more: Direct Mail Automation: Streamlining Your Marketing Workflow

The Compelling Cost Benefits of Mailroom Outsourcing

While cutting expenses is a major draw, the real financial power of outsourcing lies in strategic resource reallocation. It moves mail from a fixed, overhead-heavy cost to a variable, predictable operational expense.

Slash Overhead & Capital Expenditure

Eliminate the need for dedicated mailroom space, expensive sorting equipment, printers, and perpetual supplies. This frees up both physical space and capital that can be better invested in core business initiatives.

Reduce Labor and Operational Costs

Remove the costs associated with hiring, training, salaries, and benefits for dedicated mailroom staff. The hidden expenses of managing these employees and troubleshooting operational delays also vanish. It’s crucial, however, to prioritize value over just the lowest price, as poor service can undermine any potential savings.

The Power of a Scalable, Pay-As-You-Mail Model

This flexibility is a game-changer for businesses with fluctuating mail volumes. You only pay for the services you use when you use them, providing financial predictability and preventing you from paying for idle capacity during slow periods.

Efficiency in Action: Speed and Productivity Gains

The efficiency gains from outsourcing are immediate and measurable. Expert providers use optimized processes and technology that drastically reduce processing times and minimize human error.

This operational speed is a significant advantage. It’s possible to submit a mail piece in the evening and have it enter the postal system the very next morning—a turnaround that is often unachievable in a traditional, in-house mailroom.

This newfound efficiency has a ripple effect across the organization. When your team is freed from the time-consuming tasks of sorting, stamping, and running to the post office, they can redirect their energy toward their primary responsibilities, driving innovation and revenue.

Beyond Savings: The Strategic Edge of Scalability

Modern outsourcing provides more than just convenience; it offers a strategic edge. The ability to scale your mailing efforts up or down instantly allows for a more agile and data-driven approach to direct mail.

This model empowers businesses to move beyond the old “spray and pray” method of mass mailings. Instead of committing to a single, large, and expensive print run, you can now create multiple versions of a mail piece in small quantities. This allows for real-world A/B testing to see which message, design, or offer resonates best with your audience before scaling up what works.

Crucial to this is controlling the timing of your mail. Some providers can turn around orders overnight, ensuring a time-sensitive piece—like a limited-time offer or a legal notice—lands in a prospect’s mailbox at the perfect moment to maximize impact.

Integrating Advanced Technology into Your Workflow

Today’s mailroom outsourcing is powered by sophisticated technology that integrates physical mail into your digital workflow. This transforms a standalone operation into a connected component of your business strategy.

Automation and Digital Mail Management

Providers utilize automated sorting and tracking systems that ensure accuracy and speed. Many also offer digital mailrooms, where inbound physical mail is scanned and delivered electronically to the intended recipient, speeding up internal processes dramatically.

Seamless API and CRM Integration

The true power is in connectivity. Leading services offer direct integration with popular CRM and business software platforms. This allows you to automate your direct mail—like sending a welcome postcard or a follow-up letter—directly from your customer management system, based on triggers you set.

Data-Driven Visibility and Reporting

Gone are the days of mailing into a void. Advanced tracking and reporting tools give you clear visibility into your mail’s journey and performance. You can track delivery, monitor response rates via QR codes or personalized URLs, and accurately measure the return on investment of your campaigns.

Ensuring Security and Compliance in Your Outsourced Mailroom

Entrusting your mail to a third party requires confidence in their ability to protect sensitive information and adhere to regulations. A reputable provider transforms this potential vulnerability into a fortified, compliant process.

Robust Data Protection and Confidentiality

Your sensitive information is safeguarded through secure facilities, strict access controls, and encrypted data handling. This ensures the confidentiality of everything from client invoices to legal documents, protecting both your business and your customers.

Adherence to Regulatory Standards

Specialized providers navigate complex postal regulations and data privacy laws, ensuring your mailings are always compliant. This reduces your legal risk and is especially critical for industries like legal and healthcare, where mailing errors can have significant consequences.

Secure Chain of Custody

For critical documents like certified mail, a secure chain of custody is essential. Look for providers that offer end-to-end tracking and handling, guaranteeing your important mail is managed responsibly from submission to delivery and providing a verifiable audit trail.

Ready to Transform Your Mail Operations?

The strategic advantages of outsourcing are clear: significant cost savings, enhanced efficiency, and powerful scalability. Now, it’s time to move from concept to reality. Click2Mail provides a comprehensive online platform that eliminates the burdens of traditional mailrooms, allowing you to send professional letters, postcards, and certified mail without ever handling a printer, envelope, or stamp. With no subscriptions, no minimums, and next-day mailing for most products, you gain all the benefits we’ve discussed without any of the legacy hassle.

Lee Garvey

About Lee

Lee Garvey is the founder of Click2Mail, a pioneering platform in cloud-based direct mail automation since 2003. Under his leadership, Click2Mail has become a trusted USPS partner, helping thousands of businesses streamline their mailing processes and effectively bridge the gap between digital and physical marketing.

From your desk — in minutes

Launch 500 postcards / flyers / letters in ~5 minutes. We print, address, and mail for you.

Upload your design and mailing list, pay, done.
No post office run. No subscriptions.
Next-business-day mailing for most products.

Create your free account No minimums. Use any email to get started.

Common Misconceptions about Online Mailing

When it comes to online mailing, there are a few myths that need busting. Let’s tackle them head-on.

The Cost Conundrum

Many people assume that online mailing services come with hefty fees, especially for small batches, says Carly Brown, customer support manager at Click2Mail.

“People always think it’s going to cost a lot of money,” she says. “If someone only has 50 postcards to send, they assume there will be lots of fees. But we don’t have any of that. You only pay for what you mail.”

In reality, online mailing can be significantly more cost-effective than traditional methods, especially when you factor in the hidden costs of DIY mailing. For businesses concerned about costs, it’s helpful to learn about the hidden costs of poor mailing lists and how to optimize your budget.

The Complexity Myth

Another prevalent misconception is that online mailing is complicated. In fact, the process has been streamlined to be user-friendly and intuitive, even for those who aren’t tech-savvy. There are a plethora of free online services that allow you to create striking direct mail pieces, and then all you need to do is upload your design and your contact list to a direct mail service like Click2Mail. This is part of the growing DIY revolution in direct mail marketing.

Traditional Mailing vs. Online Mailing: A Day in the Life

Let’s compare a typical day of traditional mailing to the online mailing process:

Traditional Mailing:

  1. Design your mailpiece (1-2 hours)
  2. Print your documents (1-3 hours, depending on quantity)
  3. Purchase envelopes and stamps (30 minutes)
  4. Stuff envelopes and apply postage (1-2 hours)
  5. Drive to the post office (30 minutes)
  6. Wait in line (15-45 minutes)
  7. Mail your items (5 minutes)

Total time: 4-9 hours

Online Mailing:

  1. Upload or create your design (15-30 minutes)
  2. Upload your mailing list (5 minutes)
  3. Select your mailing options (5 minutes)
  4. Review and approve (5 minutes)
  5. Pay and send (2 minutes)

Total time: Less than an hour

The difference is clear: online mailing can save you hours of valuable time and eliminate the need for supplies and trips to the post office. This is why many businesses are downsizing their in-house mailroom operations in favor of online services.

Not only that, you’ll spend far less money – you can send glossy postcards with your own design to a contact list of 50 people for only about $30-35 in many cases.

Getting Started: What You Need

Before you embark on your online mailing journey, make sure you have these essentials:

  1. A document to mail: This can be a letter, postcard, brochure, or any other type of mailpiece. For help choosing the right format, check out our direct mail formats guide.
  2. A mailing list: A compilation of addresses for your recipients (don’t worry, we’ll discuss an alternative option later). Understanding why bulk address validation is vital can help ensure delivery success.
  3. Access to an online mailing service: Choose a reputable provider that offers the features you need.

With these three elements in hand, you’re ready to start sending mail online!

Step-by-Step Guide to Sending Mail Online

Now, let’s walk through the process of sending mail online:

Step 1: Choose Your Mailing Service

Select an online mailing service that offers a user-friendly interface, competitive pricing, and the features you need. Look for providers that integrate with popular design tools and customer relationship management (CRM) systems for added convenience. Yes, there are services that allow you to automatically send direct mail straight through your CRM – we’ll get to that shortly.

Step 2: Create or Upload Your Document

You have two options here:

a) Upload an existing document

b) Create a new design using the service’s built-in tools or templates

Many online mailing services offer integrations with popular design tools like Canva or Adobe Express, allowing you to create professional-looking mailpieces without graphic design experience. At Click2Mail, our system goes even further: we accept any valid PDF, no matter what design or composition tool you used to create it.

Step 3: Prepare Your Mailing List

Upload your mailing list in a compatible format (usually CSV or Excel). If you’re targeting a specific local area, some services offer an Every Door Direct Mail (EDDM) option, which we’ll discuss in more detail later. Learning how to easily segment your mailing list can significantly improve your results.

Step 4: Select Your Mailing Options

Choose your mailing preferences, such as:

  • Mail class (First-Class, Standard, etc.)
  • Paper type and weight
  • Color options (black and white or full color)
  • Mailing date

Step 5: Review and Approve

Carefully review your mailpiece and mailing list. Most services provide a digital proof for you to check before printing.

Step 6: Pay and Send

Once you’re satisfied with everything, proceed to payment. Remember, you typically only pay for the pieces you’re mailing – no hidden fees or minimum quantities.

By following these steps, you can transform your mailing process from a day-long ordeal into a streamlined task that takes less than an hour. Plus, with the right online mailing service, you can automate recurring mailings, track your campaigns, and even integrate with your existing business software for a truly seamless experience.

Advanced Features and Options

Once you’ve mastered the basics of online mailing, it’s time to explore some advanced features that can take your direct mail campaigns to the next level.

Every Door Direct Mail (EDDM)

EDDM is a game-changer for local businesses. This service allows you to target specific carrier routes without needing a mailing list.

“With EDDM, you can mail a document to a carrier route which negates need for mailing list,” Carly says. “If you had a restaurant or something and it was perfect for everyone in the neighborhood, you can just use EDDM. That’s a pretty big innovation for some people.”

EDDM is perfect for businesses like:

  • Restaurants
  • Local service providers
  • Retail stores
  • Community organizations

Keep in mind it’s not as good of an option for, say, a landscaping service, since it will go to people who live in apartments. It just depends on your business.

Design Assistance

Gone are the days when you needed to be a graphic designer to create professional-looking mailpieces. Many online mailing services offer:

  1. Pre-made templates: Choose from a variety of designs tailored to different industries and purposes.
  2. Integration with design tools: “People think it’s going to be hard to design the mailpiece,” Carly says. “That’s not true anymore either because of Canva and that Adobe thing. You can get free or very cheap template graphic art that looks really professional.”
  3. Custom design services: Some providers offer professional design services for a polished, unique look.

Tips for Successful Online Mailing Campaigns

To make the most of your online mailing efforts:

  1. Segment your audience: Use data to target specific groups within your mailing list. Demographic-targeted direct mail can significantly improve response rates.
  2. Personalize your content: Many online mailing services offer variable data printing, allowing you to customize the messaging on each piece. Advanced personalization techniques can include AI-generated handwritten mail for a personal touch.
  3. Test different designs: Use A/B testing to determine which designs resonate best with your audience.
  4. Track your results: Take advantage of tracking features to measure the success of your campaigns. Direct mail tracking can help increase sales.
  5. Combine with digital efforts: Use QR codes or personalized URLs (PURLs) to bridge your print and digital marketing. Multi-channel marketing is increasingly important for success.

Take the First Step: Try Your First Online Mailing Campaign with Click2Mail

Now that you’ve seen how easy and effective online mailing can be, it’s time to take action. Why not start with a simple campaign to experience the benefits firsthand?

Start Small, Think Big

  1. Visit Click2Mail’s website
  2. Click “New Customer” and create your free account
  3. Design your first mailpiece using our easy templates
  4. Upload your mailing list
  5. Send your first campaign

Looking Ahead: Streamline Your Process with CRM Hub

Once you’ve experienced the ease of online mailing with Click2Mail, you might be wondering how to make it even more efficient. That’s where Click2Mail’s CRM Hub comes in.

For businesses ready to take their direct mail to the next level, CRM Hub offers:

  • Seamless integration with your existing CRM
  • Automated mailing campaigns
  • Real-time tracking and reporting
  • Personalized communications at scale

When you’re ready to supercharge your direct mail efforts, CRM Hub will be there to help you save even more time and boost your ROI.

Lee Garvey

About Lee

Lee Garvey is the founder of Click2Mail, a pioneering platform in cloud-based direct mail automation since 2003. Under his leadership, Click2Mail has become a trusted USPS partner, helping thousands of businesses streamline their mailing processes and effectively bridge the gap between digital and physical marketing.

From your desk — in minutes

Launch 500 postcards / flyers / letters in ~5 minutes. We print, address, and mail for you.

Upload your design and mailing list, pay, done.
No post office run. No subscriptions.
Next-business-day mailing for most products.

Create your free account No minimums. Use any email to get started.

What Is Event-Based Direct Mail?

Event-based direct mail is a targeted approach that sends mail pieces in response to specific actions taken by a customer. This method is highly effective because it connects with potential customers at pivotal moments, increasing the relevance and impact of each message.

For example, a customer may:

  • Make a purchase
  • Sign up for a newsletter
  • Attend an event

These actions can trigger a personalized mail piece related to their action, enhancing the customer’s engagement with your brand. This approach can be particularly effective when using direct mail for customer retention.

Integrating event-based direct mail with your Customer Relationship Management (CRM) system allows for a seamless automation of this process. By setting up triggers within the CRM, the system can automatically initiate the sending of direct mail based on predefined customer actions. This not only ensures timely communication but also reduces the manual effort needed to launch targeted campaigns. This strategy is part of the growing trend of CRM and direct mail integration.

Setting Up CRM Triggers for Direct Mail

Integrating direct mail with your CRM begins with understanding the trigger points that are most significant for your business. Whether it’s a customer making a purchase, updating their profile, or reaching an anniversary, each can be used as a trigger for sending relevant mail.

Step-by-Step Walkthrough:

  1. Choose the Right CRM Platform: Ensure your CRM supports integration with direct mail services. Most CRM platforms like Salesforce, HubSpot, and others have built-in capabilities or can integrate with third-party tools for direct mail automation (more on that later).
  2. Identify Key Customer Actions: Define which customer behaviors or actions should trigger a direct mail response. This could be anything from a first purchase to attending a webinar.
  3. Create the Mail Templates: Design your various direct mail documents and store them within your Click2Mail account. These documents will be used in job templates that the CRM Hub references when triggers are activated.
  4. Set Up Triggers: In your CRM, set up the automation workflows that link customer actions with the corresponding job templates in Click2Mail. Specify the conditions under which the mail should be sent.
  5. Test the Triggers: Before going live, test your setup to ensure that the mail is sent correctly when a trigger is activated. This testing phase will help you catch any issues in the automation workflow.
  6. Launch and Monitor: Once tested, launch your trigger-based direct mail campaign. Monitor the performance and make adjustments to triggers, conditions, and documents as needed to optimize the campaign’s effectiveness.

Tip: Did you know you can automate all of your direct mail with Click2Mail’s CRM Hub? Learn more here.

How Leveraging Event-Based Direct Mail Can Change a Company’s Performance

So, what does this look like in the real world? Consider the hypothetical case of “GreenThumb Gardening Supplies,” a company specializing in eco-friendly gardening products. GreenThumb used its CRM to set up event-based triggers for and integrated their CRM system with direct mail automation, creating triggers based on customer interactions such as purchasing seeds or signing up for gardening workshops.

When customers purchased a new set of garden tools, it triggered a direct mail piece offering a discount on complementary products like organic fertilizers, which was sent out within 48 hours of the initial purchase. Another trigger was set for customers who hadn’t made a purchase in the last six months, receiving a personalized catalog with a special “welcome back” offer.

Within the first three months of implementing these targeted direct mail triggers, GreenThumb saw a big increase in repeat customer purchases and a high redemption rate on the “welcome back” offers. The timely and relevant communication not only boosted sales but also increased customer loyalty, as customers felt valued and understood.

Using Analytics to Optimize Direct Mail Timing

To maximize the effectiveness of your direct mail campaigns, it’s crucial to measure and analyze the results. This data-driven approach allows you to refine your timing and segmentation strategies for even better outcomes. Here’s how you can use direct mail analytics to your advantage:

  1. Implement Tracking Mechanisms: Use personalized URLs (PURLs), QR codes, or unique promo codes to track the engagement and response rates of your direct mail pieces. Response tracking with QR codes is particularly effective.
  2. Gather Data: Collect data from these tracking tools directly into your CRM, allowing you to see which pieces of mail are performing best and which triggers are most effective.
  3. Analyze and Adjust: Use the insights gained from the data to adjust your mailing strategies. For instance, if you notice higher engagement from mail sent on weekends, consider timing more campaigns around this observation.

Here are some metrics you should monitor specifically:

  • Response Rate: The percentage of recipients who respond to your mail.
  • Conversion Rate: The percentage of responses that result in a sale or desired action.
  • Cost per Acquisition (CPA): The cost of acquiring a customer through your direct mail campaign.
  • Return on Investment (ROI): The financial return from your direct mail efforts compared to the cost.
  • Customer Lifetime Value (CLV): Changes in the lifetime value of customers acquired through direct mail.

By continuously analyzing these metrics, you can refine the timing of your direct mail for optimal impact, ensuring that each piece not only reaches your audience but resonates with them at the right moment. This ongoing process of testing and optimization will help you build more efficient and effective direct mail campaigns that truly drive results. Consider implementing small-scale A/B testing to find what works best for your audience.

Ready to Get Started? Streamline Your Direct Mail with Click2Mail’s CRM Hub

When you use Click2Mail’s CRM Hub, you can easily set up a super-streamlined process for your direct mail. Our intuitive platform automates your mail process by seamlessly integrating with your CRM system, simplifying campaign management and tracking.

How Click2Mail’s CRM Hub Works:

  • Step 1: Bridge Connections
    Connect your CRM to Click2Mail for a streamlined setup.
  • Step 2: Add an Integration
    Specify your mailing needs and let us automate the process for you.
  • Step 3: Enjoy Your Free Time
    Relax knowing your mail campaigns are efficient and your customers are engaged.

Benefits of Using Click2Mail’s CRM Hub:

  • Efficient and Simple: Integrate your CRM data quickly and effortlessly.
  • Enhanced Marketing: Optimize campaigns for better customer engagement.
  • Automated Tasks: Reduce manual efforts with automation.
  • No Monthly Fees: Pay only for what you mail, with no hidden costs.

Click2Mail’s CRM Hub integrates with major CRM platforms like Salesforce, Citrix Podio, and Follow-Up Boss, making it easy to connect your digital and physical mailing efforts.

Ready to transform your direct mail strategies? Contact us today to learn more about how Click2Mail’s CRM Hub can make your mailing efforts more effective!

Learn How to Automate Your Direct Mail Campaigns With Our Free Downloadable Guide

Revolutionize your marketing efforts with our free comprehensive guide, “How to Automate Direct Mail Marketing.” Available for free download below, this guide is crafted for business leaders eager to overcome the challenges of traditional direct mail through innovative automation solutions. Learn to simplify processes, reduce costs, and enhance campaign effectiveness.

Key Takeaways:

  • Identify and Overcome Challenges: Understand and address the common challenges in traditional direct mail.
  • Discover Modern Solutions: Explore technological innovations that automate and enhance direct mail efficiency.
  • Real-World Applications: See how others have successfully implemented these strategies.
  • Practical Walkthrough: Receive a step-by-step guide on integrating automation with CRM systems.

Benefits of This Whitepaper:

  • Efficiency and Savings: Reduce manual effort and cut costs in your direct mail campaigns.
  • Targeted Automation: Ensure timely and relevant campaign delivery.
  • Enhanced Personalization: Customize communications to meet customer preferences.
  • Optimized Marketing: Continuously improve your strategies through detailed tracking and analysis.

Fill out the form below to download for free.

Name
Lee Garvey

About Lee

Lee Garvey is the founder of Click2Mail, a pioneering platform in cloud-based direct mail automation since 2003. Under his leadership, Click2Mail has become a trusted USPS partner, helping thousands of businesses streamline their mailing processes and effectively bridge the gap between digital and physical marketing.

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