If your business depends on marketing notepads, spreadsheets and informal emails for customer communication, there are high chances that the customer experience you are providing is not up to the mark. At the very least, it is necessary to have a centralized contact database for all leads and customers, and track every interaction with each of these contacts.
Marketing automation is the use of software to automate marketing processes such as customer segmentation, customer data integration, and campaign management. The use of marketing automation makes processes that would have otherwise been performed manually much more efficient, and makes new processes possible. Marketing automation is an integral component of customer relationship management.
Customer.io sees when people view your pricing page, or perhaps check out one of your upgrade options, and then refers to your pre-set schedule to send them an email at the best time possible. Your potential customers might be spooked if you email them right when they click your pricing page, but you just might close the sale if you email them the next day at lunch time when they're bored anyhow.
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