Personal Elevator Pitch
Become a Trusted Advisor
What is the Salesforce personal elevator pitch?
60 second introduction to you and your role and the
contributions or value you oﬀer.
Your personal pitch is your ﬁrst impression and the
foundation of building trust with customers.
An eﬀective pitch increases the impact of your interaction, the
audience’s perception of you, and the opportunity to develop
relationships, trust, and inﬂuence with others inside and
outside of the company.
Why is this important for a Trusted Advisor?
Build your brand with Customers
Ensure they are aware how you can help
Build an open and transparent relationship
Understand their business vision
Become their go-to person for solution guidance
5 keys to a successful elevator pitch
Make it personal
Communicate with ease
Propose next steps
Tips to keep in mind
Master Your Elevation Pitch
Questions to Create the Pitch
Who am I?
Why am I in this meeting with you today?
What value can I add to the conversation?
Elevator Pitch Worksheet
Criteria Your Narrative
Do you inspire curiosity?
Speak within context of the other person’s needs. Share relevant, unique
information that is useful to your audience.
Do you make it personal?
Choose success stories that ‘prove’ your capabilities and value in an
understandable way. Explain how you did something unique. Focus on building
Do you use examples?
Choose success examples that are speciﬁc, current, and relevant to the other
person. Your personal and role beneﬁt should be clear to the other person.
Do you communicate with ease?
Be clear, concise, and genuine. Use language that is your own. Keep it simple.
Relax, be conﬁdent, and speak naturally.
Do you propose next steps?
Think about what you want to do next that will progress your cause. Focus on
starting a relationship.
Start here to collect your thoughts and draft your personal elevator pitch
What Next? Key take-away
1. Write your own personal elevator pitch
2. Ensure you practice this internally with colleagues
• Say it out loud
• Phone a friend to get feedback on your delivery
3. Schedule time with your manager and deliver your pitch
4. Introduce your elevator pitch to Customers
Upcoming Success Services sessions
• Introduction to Salesforce Success Services
• Day in the life of a Customer Success Manager
• Premier Success positioning & Objection Handling
• Working on Customer Renewals early
• Managing Customer Escalations
Make sure you register to the web series