← Salesforce
Salesforce role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A leading CRM and cloud platform for sales, service and marketing, now with AI agents built in.
Who you'd be calling
Sales, service and marketing leaders, such as VPs of Sales, RevOps and IT heads, at companies of every size.
Your opener
“Hi Jordan, this is Alex from Salesforce. I know I'm calling out of the blue, so can I take 30 seconds to say why I called? I'm speaking with sales leaders about how much time their reps lose on manual updates and scattered customer data, and I wanted to see if that sounds familiar.”
Problems you solve for them
- Customer data is scattered across tools, so teams lack one clear picture.
- Reps spend too much time on admin instead of selling.
- Leaders can't forecast reliably or see what is happening in the pipeline.
Discovery questions to ask
- How does your team keep track of customers and deals today?
- Where do your reps lose the most time each week?
- How confident are you in your forecast each quarter?
Objections they'll throw at you
“I'm busy, I only have a minute.”
→ Understood, I'll be quick. One question: is your team spending more time selling or updating records? Then I'll let you go.
“We're not interested.”
→ Fair enough. Can I ask what's working well for you now, so I know if it's even worth a conversation later?
“We already use a CRM (or HubSpot).”
→ Good, that means you already value tracking customers. I'm not asking you to switch today. Is there anything your current setup doesn't do well that a quick chat could explore?
“Send me an email.”
→ Sure thing. So it's relevant and not generic, what's the one problem you'd most like fixed in your sales process?
Competitors worth knowing
HubSpot, Microsoft Dynamics 365
Interview tips for this company
- Salesforce is a big name, so the interviewer will expect you to explain it simply. Practice describing a CRM as 'one place to see every customer and deal'.
- Their posting talks about AI agents and values like trust. Be ready to say in plain words how AI could help a sales team.
- Because they sell to every size of business, ask who you're calling (small team or big company) before you pitch.
Written from public information about Salesforce to help you practice. Ask an insider what their role play looked like; it's the best prep there is.