Salesforce Data Lifecycle Management is a policy-based approach that manages customer data throughout its entire lifecycle from creation to deletion. It involves acquiring potential leads, developing them into customers, retaining customers over time, and building customer loyalty. The model includes acquiring leads, demonstrating value to convert leads to customers, analyzing customer data to personalize the experience, nurturing the customer relationship, and creating brand advocates.

1. Best
Practices For
Salesforce
Data
Lifecycle
Management
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2. Salesforce Data Lifecycle Management is a policy-based
approach that manages the path of data throughout its
entire lifecycle, including creation to deletion. Data
lifecycle management policies enable businesses to
manage the volume, variations, and velocity of input and
processed data.
Salesforce Data Lifecycle Management is a set of tools
that ensures that leads and clients receive high-quality,
personalized service at all times.
What is Salesforce Data Lifecycle Management?
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3. 01.
05.
03.
02.
04.
Salesforce Data Lifecycle Management Model
Salesforce Data Lifecycle Management model can be broken down into
several main steps:
Approach
Acquisition
Development
Retention
Loyalty
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4. The leads then enter the sales
pipeline. Moving forward,
businesses will need to be able
to continue to demonstrate
the value of the product and
overcome any problems that
may arise.
Approac
h
Acquisition
Businesses locate potential leads,
demonstrate the value of the
product or service being offered,
and focus most on their
marketing efforts to convert
leads into customers.
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5. As customers provide information,
businesses analyze that data so that
they can create a more personalized
customer experience. This may lead to
further sales, often in the form of
cross-sales and up sales.
retention
After leads have reached the end of the
sales pipeline, most of them become
customers. Businesses then focus on
further nurturing the relationship, by
following up with the customer and
collecting feedback from them on a
regular basis.
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Development

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After leads have reached the end of the
sales pipeline, most of them become
customers. Businesses then focus on
further nurturing the relationship, by
following up with the customer and
collecting feedback from them on a
regular basis.
retention
Development
As customers provide information,
businesses analyze that data so that
they can create a more personalized
customer experience. This may lead to
further sales, often in the form of
cross-sales and up sales.

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The ultimate goal of the customer's
life cycle is to create brand
advocates who not only continue to
do business with the company but
also promote that company on their
own social circles.
loyalt
y

8. The importance of Salesforce Data Lifecycle
Management
Define your data types - It helps you identify the types
of data you store and utilize.
Create a file naming process - By using a file naming
structure, anyone within your organization can find the
data they need in seconds.
Implement a strong data backup plan - With a good
backup solution, businesses can download any file at any
time to avoid permanent data loss.
Archive seldom-used data - Depending on the type of
data involved, you might be able to select the rarely used
data to move it to your backup archive.
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9. conclusion
Salesforce Data lifecycle management is the
process of managing contracts from vendors,
partners, customers, or employees. Build on the
Salesforce platform, Salesforce Data Lifecycle
Management techniques help businesses grow
and scale up faster across all verticals by
reducing compliance risks and closing more
deals.
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