Best
Practices For
Salesforce
Data
Lifecycle
Management
cloud.analogy info@cloudanalogy.com +1(415)830-3899
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?
cloud.analogy info@cloudanalogy.com +1(415)830-3899
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
cloud.analogy info@cloudanalogy.com +1(415)830-3899
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.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
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.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Development
cloud.analogy info@cloudanalogy.com +1(415)830-3899
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.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
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
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.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
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.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
cloud.analogy info@cloudanalogy.com +1(415)830-3899
THANKS

Best Practices For Salesforce Data Lifecycle Management

  • 1.
  • 2.
    Salesforce Data LifecycleManagement 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? cloud.analogy [email protected] +1(415)830-3899
  • 3.
    01. 05. 03. 02. 04. Salesforce Data LifecycleManagement Model Salesforce Data Lifecycle Management model can be broken down into several main steps: Approach Acquisition Development Retention Loyalty cloud.analogy [email protected] +1(415)830-3899
  • 4.
    The leads thenenter 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. cloud.analogy [email protected] +1(415)830-3899
  • 5.
    As customers provideinformation, 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. cloud.analogy [email protected] +1(415)830-3899 Development
  • 6.
    cloud.analogy [email protected] +1(415)830-3899 Afterleads 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.
  • 7.
    cloud.analogy [email protected] +1(415)830-3899 Theultimate 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 ofSalesforce 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. cloud.analogy [email protected] +1(415)830-3899
  • 9.
    conclusion Salesforce Data lifecyclemanagement 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. cloud.analogy [email protected] +1(415)830-3899
  • 10.