Understanding Salesforce Marketing Cloud in 8020CRM
- Mary Morales
- Jan 8
- 2 min read
Updated: May 13
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Overview
Salesforce Marketing Cloud is the email and messaging engine behind 8020CRM’s campaigns, automations, and follow-ups. While powerful and feature-rich, most users don’t need to access Marketing Cloud directly - 8020CRM handles the heavy lifting for you.
This guide explains what Marketing Cloud does behind the scenes and how it supports your communication workflows.
Before You Begin
Marketing Cloud access is managed entirely by the 8020CRM team. If you don’t see campaign metrics, contact your Success Manager.
Why It Matters
Marketing Cloud powers:
Email and SMS campaigns
Drip automations and follow-ups
Message templates and dynamic content
Campaign performance tracking
You benefit from enterprise-level tools without having to build or maintain anything yourself.
How Marketing Cloud Supports You
1. Campaigns and Drip Automations
8020CRM uses Marketing Cloud to manage follow-up sequences, nurture campaigns, and broadcast communications - based on lead status, campaign source, or appointment outcome.
Examples:
“Working” leads receive drip follow-ups
No-shows trigger re-engagement emails
Dispositions can send buyer alerts
2. Template-Based Messaging
Every email or SMS is built with personalized content blocks using your company branding.
You’ll see this in:
Campaign emails
Text follow-ups
Appointment confirmations
These are built in Marketing Cloud’s Content Builder but deployed through 8020CRM automations.
3. Tracking Engagement
Marketing Cloud tracks:
Email open rates
Click-through activity
Campaign performance by source
These metrics flow into 8020CRM dashboards and influence lead scoring or automation triggers.
No Setup Required
You don’t need to:
Log into Marketing Cloud
Create journeys or data extensions
Manage templates or business units
8020CRM is already integrated, configured, and optimized - so you can focus on working your leads.
Best Practices
Keep lead statuses updated to trigger the right campaign workflows
Use Pillars and AI tools to personalize responses
Check dashboards to monitor campaign engagement
Let us know if your branding, messaging, or offers need to change
Learn More
Want a quick overview of Marketing Cloud? Watch: Salesforce Marketing Cloud Crash Course (SF Ben external overview) Or reach out to your Success Manager for a walkthrough of how campaigns are configured in 8020CRM.
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