How to win a Salesforce Project or Job – 6 Strategies to sell yourself
By Heather Black
In this blog series we focus on how to win a Salesforce project or job with 6 strategies to sell yourself well.
Finding a Salesforce job or project is rarely just about having the right certification.
Your technical skills matter, but securing consistent work also depends on whether people know who you are, understand the value you offer and trust you enough to hire or recommend you.
I learned this first-hand when I began my own Salesforce journey.
I started by learning Salesforce, building my confidence and looking for opportunities to apply my skills. From there, I launched my freelance career, found my first clients and gradually built a Salesforce consultancy and recruitment firm that has now worked with more than 700 businesses.
That growth did not happen overnight. It came from following a repeatable approach to raising my profile, building relationships, demonstrating credibility and clearly communicating how I could help.

The Four-Part Formula – How to find a Salesforce Job
Over four weeks, I am sharing the formula I have followed to secure new Salesforce work:
- How to Raise Your Profile
- How to Build Your Network
- How to Build Your Reputation
- How to Sell Yourself
This four article focuses on the next step of how to win a Salesforce project or job successfully.
How Win a Salesforce Job or Project
You’ve raised your profile, built your network and established your reputation. Now you have someone’s attention—and one opportunity to sell yourself.
Selling yourself might not come naturally. You may feel uncomfortable talking about your achievements or worry about sounding arrogant. But whether you’re attending an interview, pitching to a potential client or speaking to somebody in your network, you need to communicate why they should choose you.
Sales might not be your natural stomping ground, but when you’re trying to win a job or secure a project, it’s a skill you need to develop.
Selling Yourself Takes Practice
When I ran my Salesforce consultancy, I would pitch for work four or five times a week.
We won approximately 50% of those opportunities. Whether we won or lost, we appraised our performance and fine-tuned our approach every time.
We would ask:
- What went well?
- What could we have communicated more clearly?
- Did we understand the client’s priorities?
- Did we demonstrate enough value?
- Why did they choose us—or somebody else?
- What should we do differently next time?
We never became complacent.
Where possible, ask for feedback after an unsuccessful interview or pitch. Don’t respond defensively or see constructive feedback as criticism. Treat it as an opportunity to learn.
You might still feel a sense of rejection when you don’t get the job or project. That is completely natural. What matters is what you do with that feeling.
Reframe it positively. Every interview gives you experience. Every pitch allows you to test your message. Every rejection teaches you something that could help you secure the next opportunity.
Think of yourself as an actor preparing to walk onto a stage. You wouldn’t expect an actor to deliver a brilliant performance without learning their lines, rehearsing and refining their delivery.
Practice might not make you perfect—but it will make you far more prepared, confident and convincing.
Here are my six strategies for selling yourself and closing your next interview or client pitch.
Strategy 1: Build Rapport
Selling yourself doesn’t begin with listing your qualifications. It begins with building a human connection.
I recently listened to a fascinating conversation between Harvard Business School professor and behavioural scientist Alison Wood Brooks and Steven Bartlett on The Diary of a CEO. Brooks is the author of Talk: The Science of Conversation and the Art of Being Ourselves, and I would highly recommend tuning in.
Her TALK framework offers four principles for having better conversations:
- T – Topics: Prepare potential topics before an important conversation.
- A – Asking: Ask thoughtful questions and demonstrate genuine curiosity.
- L – Levity: Introduce appropriate warmth, humour and lightness.
- K – Kindness: Help the other person feel heard, respected and valued.
You can listen to the Alison Wood Brooks episode of The Diary of a CEO.
These principles are extremely relevant when you’re attending an interview or pitching for work.
People need to feel comfortable with you before they can trust you. They also want to know what it would be like to have you as a colleague, employee or consultant.
Smile. Be warm. Show an interest in the people you’re meeting. Ask questions and listen carefully to the answers.
Don’t simply wait for the other person to stop talking so you can deliver your next rehearsed point. Listen for information that helps you understand their situation and connect your experience to their needs.
Remember that rapport is a two-way street.
In my book, Become a Super Salesforce Consultant, I encourage professionals to turn the tables on the interview process. You need to sell yourself, but the employer or client should also be selling the opportunity to you.
If the people interviewing you don’t smile, show an interest in you or try to build rapport, think carefully about what this might indicate. You could be working closely with these people and acting as their trusted adviser. The energy and respect they demonstrate during an interview can be a good indication of how they will behave during the working relationship.
Strategy 2: Clearly Articulate Your Superpowers
What are you brilliant at?
This sounds like a simple question, but many people struggle to answer it clearly.
Your superpowers are the combination of skills, qualities and experience that you enjoy using and that allow you to deliver great results.
You might be brilliant at:
- Translating technical language for non-technical stakeholders
- Facilitating discovery workshops
- Identifying and improving inefficient processes
- Building trusted relationships with stakeholders
- Creating reports and dashboards that support decision-making
- Delivering engaging training
- Managing complex projects
- Encouraging users to embrace change
- Troubleshooting difficult technical problems
Don’t try to be everything to everybody. Understand what you do particularly well, what you love doing and why that matters to an employer or client.
Most importantly, demonstrate your superpowers with evidence.
It isn’t enough to say:
“I’m a good communicator and problem-solver.”
Nearly every candidate will say something similar.
Instead, provide a tangible example:
“User adoption was low because the team didn’t understand how Salesforce would make their jobs easier. I interviewed users, identified the main barriers and created a tailored communication and training programme. This increased adoption and reduced the number of support requests.”
Where possible, quantify your impact:
- How much time did you save?
- How much money did you help generate or protect?
- How many people did you train?
- How did adoption improve?
- How quickly was the project delivered?
- What risks did you identify or mitigate?
- How did customer or employee satisfaction change?
Use a simple structure:
The Problem → Your Actions → The Result
Clear examples make your achievements credible. They also help an employer or client imagine what you could achieve for them.
Strategy 3: Create a Great Demo and Presentation
Preparing a professional presentation goes a long way for an interview. It not only helps you structure your own thought process but it also lends itself to visual learners who might be on the interview panel. – They absorb information by seeing things rather than hearing things.
Within a presentation you would cover an introduction, your super powers, your achievements, your approach towards the new job, and any questions. Depending on the style of the interview you might showcase different parts of the presentation as questions arise or you might run through the whole deck in one go.
If you are a consultant pitching for projects then use your own branded palette. If you are a candidate interviewing for a job role prepare a branded powerpoint that matches the company brand you are applying for.
If you’re applying for a technical role, don’t just tell people what you can do—show them.
A strong demo can provide tangible evidence of your technical knowledge, communication skills and understanding of business requirements.
You could demonstrate:
- A Salesforce org you have configured
- A business process you have improved
- A report or dashboard you have created
- An automation or Flow you have built
- A solution to a typical business challenge
- A portfolio project or work-experience project
Give your demo a clear business context. Explain the problem, show how your solution works and finish with the value or return on investment.
Avoid racing through every piece of functionality you have built. Your audience doesn’t need to see every field, click or configuration detail. Focus on the features that solve the problem and deliver the most value.
Tailor your language to your audience. A technical interviewer may want more detail about your design decisions, while a senior stakeholder will probably be more interested in the business outcome.
You can also showcase examples of your work through:
- Your LinkedIn Featured section
- A personal website or online portfolio
- Recorded video demonstrations
- Case studies
- Presentations used during interviews and pitches
A good demo requires preparation. Script it, test it and practise delivering it. Make sure everything works before presenting it live—and have screenshots or a recorded backup available in case the technology decides not to cooperate.
For more advice, watch my Supermums video, How to Deliver a Great Salesforce Demo. I created this training after receiving specialist presentation training from Salesforce.
You can also read our guide to running a great Salesforce demo.
Strategy 4: Create the Right Environment
The way you show up influences the first impression you create.
If your interview or pitch is taking place on Zoom or another virtual platform:
- Check your lighting so your face is clearly visible.
- Use a clean, appropriate background.
- Invest in a decent camera and microphone where possible.
- Test your internet connection, sound and camera beforehand.
- Position your camera at eye level.
- Keep your camera switched on.
- Remove potential distractions.
- Join the meeting on time.
- Dress professionally and look presentable.
These things might sound obvious, but believe me, they aren’t always done.
You don’t need an expensive studio. You simply need to demonstrate that you have prepared and that you take the opportunity seriously.
If you’re attending an interview in person, plan your journey, allow extra time and dress appropriately for the environment. It is usually more sensible to be slightly overdressed than to look as though you haven’t made an effort.
Your surroundings, appearance and punctuality all communicate something about your professionalism before you have even started talking.
Strategy 5: Do Your Research
Never walk into an interview or pitch without knowing who you’re speaking to.
Research the people you will be meeting. Look at their LinkedIn profiles and understand:
- Their current role and responsibilities
- Their professional background
- How long they have worked for the organisation
- Their areas of expertise
- Any shared connections
- Any industries, interests or experiences you have in common
This information can help you build rapport and anticipate what each person might want to understand about you.
Research the organisation as well:
- What does it do?
- Who are its customers?
- What are its products or services?
- What are its values?
- What recent news or developments should you know about?
- How does it use Salesforce?
- What challenges might it be experiencing?
- What does the job description reveal about its priorities?
Then prepare intelligent questions.
Good questions demonstrate curiosity, commercial awareness and confidence. They help you evaluate the opportunity while showing the interviewer how you think.
You might ask:
- What are the biggest challenges I would face in this role?
- What would success look like during the first six months?
- What are the organisation’s priorities for Salesforce?
- Who makes decisions about changes to the platform?
- How would I work with users and senior stakeholders?
- What documentation and governance processes are already in place?
- What learning and progression opportunities are available?
Our Supermums team has compiled 27 great questions to ask at a Salesforce interview. Use the list to prepare, but select the questions most relevant to the opportunity rather than asking all 27!
Strategy 6: Be Clear About Your Ambition
What are you looking for from your next career move?
Employers and clients want to understand why you’re interested in the opportunity and whether it aligns with your ambitions.
Be ready to explain:
- What you enjoy about the work
- Why you’re interested in this particular role or project
- What type of responsibilities motivate you
- Which skills you want to use
- What you want to learn next
- How you would like your career to progress
- Why the organisation appeals to you
Show enthusiasm, but keep it specific.
Instead of saying:
“I’m passionate about Salesforce and would love this opportunity.”
Explain what genuinely interests you:
“I particularly enjoy working with stakeholders to understand their challenges and translate those requirements into a practical Salesforce solution. This role appeals to me because it combines business analysis, solution design and user engagement.”
You should also be honest about the areas in which you are less experienced.
Nobody is brilliant at everything. Trying to pretend otherwise can undermine your credibility.
Acknowledge the gap and explain how you intend to close it:
“I haven’t yet had the opportunity to lead a Data Cloud implementation, but I have started developing my knowledge through training and would be excited to learn from the experienced team you have in place.”
That answer demonstrates self-awareness, honesty and an appetite to learn.
Employers don’t necessarily expect you to know everything. They do want to see that you are motivated, proactive and capable of developing.
Treat Every Interview as a Learning Opportunity
You won’t win every job or project—and that doesn’t mean you should give up.
There are many reasons why somebody else might be selected. They may have more relevant experience, an existing relationship with the organisation or a particular skill the client needs immediately. Sometimes the role simply isn’t the right fit.
The right opportunities will appear, but the people who win them have usually put in the time, made the effort and prepared properly.
After every interview or pitch:
- Write down the questions you were asked.
- Record which answers worked well.
- Identify where you struggled or lacked evidence.
- Ask for feedback where possible.
- Improve your examples, demo or questions.
- Practise again before the next opportunity.
Don’t become complacent. Constantly evaluate how you can improve.
Rejection can feel personal, but it can also be valuable information. Reframe it from:
“I wasn’t good enough.”
to:
“What can I learn that will make me stronger next time?”
Three Actions You Can Take Today
1. Write down your three superpowers
For each one, prepare an example that demonstrates the problem, your actions and the measurable result.
2. Review your professional setup
Check your LinkedIn profile, portfolio, camera, microphone, lighting and interview clothing. Decide what needs to be improved before your next opportunity.
3. Practise your pitch
Ask somebody you trust to conduct a mock interview or listen to your demo. Invite honest feedback and use it to improve your delivery.
Bring the Four-Part Formula Together
Finding your next Salesforce job or project isn’t only about collecting certifications or sending out more applications.
You need to:
- Raise your profile so people discover you.
- Build your network so you can create relationships and uncover opportunities.
- Build your reputation so people trust and recommend you.
- Sell yourself so an employer or client understands why they should choose you.
Selling yourself isn’t about pretending to be somebody you’re not. It’s about understanding the value you offer and communicating it with confidence, evidence and enthusiasm.
Build rapport. Articulate your superpowers. Show what you can do. Create the right environment. Do your research. Be clear about your ambitions.
Then practise, evaluate and keep improving.
You might not win every opportunity—but every conversation can take you closer to the right one.
Next steps to find a Salesforce job
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