This is the presentation from our Salesforce User Group event for the North East User Group. The session included presentations about how people are using Salesforce in the North East of England including presentations from Susanna Taylor (Parkdean Resorts), Claudia Wootten (Turnitin), Luke Menzfeld (TechnipFMC) and Mark Jones (Oasis Community Housing). A video of this session is able to be viewed now at https://youtu.be/iYUCrCTJH4w.

2. Recording Disclaimer
Please be aware that we are recording tonight’s session. You will be able to view the recording
from tonight’s event at a later date via a link that we’ll post to our chatter group. If you do not
wish to be recorded, please ensure that your camera is off and that your microphone is on mute.
The event will be shared at a later date as we will be compiling the footage from the event into a
format which is suited best for visual consumption. If you have given us consent to be included in
the recording and choose after the event to not be included in the final edit of the video for the
event, please email Mark Jones at mark.jones@trailblazercgl.com as he will be compiling the video.
If you have any questions pertaining to the recording please email Mark about that as well.

3. Group and Regional Updates
● The group is now officially a Salesforce User Group.
● The group is now a co-led group, with this group being led by Mark Jones and Luke Menzfeld.
● We are hoping to schedule at least two more events before the end of the year.
● We will continue to meet virtually until it is deemed safe to meet in person by Salesforce.
● There is also a new Women in Tech Group for Salesforce Users in the Region.
If you would like any specific topics to be covered at a future session you can message Luke or
myself via LinkedIn, post on the Chatter Group or email us at our Trailblazer Community email
addresses. If you have a topic you could speak about at a future session, you can let us know by
contacting us in one of those avenues listed above.
Our Email Addresses are as Shown Below:
Mark Jones: mark.jones@trailblazercgl.com
Luke Menzfeld: luke.menzfeld@trailblazercgl.com

4. Salesforce in the North East
Panel Discussion

5. About Tonight’s Event
We are joined tonight by two guest speakers who will contribute as panellists in a featured topic
tonight which is Salesforce in the North East. In this session we will have four contributors
including our two guest speakers, as well as the Co-Leaders of the North East User Group.
We will be able to take questions, so if you have a question for any of our speakers, please type it
in the chat box. If you have a question for a specific speaker, please post your question to the
chat box during their presentation slot. If time allows, we will open up the floor to anyone who
would like to chip in with thoughts and/or questions. To help this segment run smoothly from a
technical perspective, please ensure that your audio is muted, you can leave your camera on if
you wish to do so. This session is being recorded, if you do not wish to be recorded during this
session, please ensure your camera is off and that your audio remains on mute at all times.
Thank You, and We Hope You Enjoy the Session

6. Salesforce in the North East
The Panellists

7. Mark Jones
User Group Co-Leader
Luke Menzfeld
@ThisIsMarkJones
User Group Co-Leader
@LMenzfed
Data Coordinator at Oasis Community Housing
Salesforce Programme Manager at TechnipFMC

9. Salesforce in the North East
Mark Jones, Oasis Community Housing

10. We exist to reignite a hope and a future for everyone facing homelessness.
That’s why every year we walk with over 2000 individuals on their journey
out of homelessness in over 17 projects across the country.
For more information on the work of Oasis Community Housing at
www.oasiscommunityhousing.org.

11. Mark Jones
About Me:
• I have been using Salesforce since 2016.
• I started working for Oasis Community Housing in June 2017.
• I am the sole Salesforce Admin for our Salesforce Org which is built on a managed app.
• My background is in Office Administration and as a Print Technician.
• In my spare time, I will also be working towards a degree in Theology.
My Salesforce Expertise:
• I manage two orgs for Oasis Community Housing, our main org and an admin org.
• I have spoken at two Salesforce Conferences on Redeveloping Established Orgs.
• I have been a Trailhead Mentor since February 2020.
• I hope to have my first official Salesforce Certification by early 2021.
• I have been a User Group leader since January 2020, now as co-lead.
• I have also built two additional orgs for other groups in the region.

12. Mark Jones
My Interests:
• I’m interested in building orgs to meet the bespoke requirements of the org.
• I’m particularly interested in building mobile versions of Salesforce orgs.
• I’m spending a lot of time learning how to build bespoke and complex flows.
• I’m also very interested in helping to mentor users to help them grow and develop.
Salesforce Tooling Interests:
• Dynamic Forms
• Flows
• Declarative Rollup Summaries
• Document Generation Tools
• Google Map Integration
• Project Tracking
• Reporting and Analytics

13. Salesforce in the North East
Luke Menzfeld, TechnipFMC

14. • Analyst by trade
• Worked internationally in Automotive &
Oil & Gas industry
• Keen interest in Business, System
Development & Technology
• I believe Salesforce provides a platform
for change (more on this later)
• My main passion is analytics & reporting
and the ability to tell stories with data
• I understand data is only one part of the
picture I try to make sure it’s a good one!
• I play Rugby locally in Newcastle for
Novocastrians RFC and I’m a huge fan
of the game
• Health & fitness are important to me
and I do my best to stay active
• I like Vintage Motorcycles, particularly
British ones
• I will publish an article in Harvard
Business Review one day
• I will also ride a motorcycle on the
Bonneville Salt Flats in the USA (This is
on the lifetime bucket list)
A bit about me:
Professional Personal

15. Why the User Group?
● Logistics
● I want to connect, recognise & celebrate digital talent in the North East
● I want to share my experiences
● I want to learn from others
● I want to inspire change and having a choice
● I want to support raising a positive awareness of Salesforce in the region

16. Role Insight: Programme Manager
• Business owner of the platform
• Analyst, Admin, Developer (Declarative)
• Project Manager
• Manage partnership with external
developer (Paris Based with Offshore
support coming Mauritius & Houston for
local markets)
• Governance
• Business Projects
• Lead a team of internal salesforce
colleagues & subject matter
experts/analysts
• Roadmap Planning
The day job: TechnipFMC
• I’m based in Walker, Newcastle at a Subsea Cable
Manufacturing Plant which is one of multiple global
facilities for TechnipFMC worldwide
• TechnipFMC employs 35,000 people across 6 business
units
• We have a 2 org, Lightning Salesforce setup for 900 users
and currently utilise Sales Cloud, Service Cloud & multiple
integrations to ERP systems and other platforms
• At it’s core Salesforce is utilised as a CRM platform for
Commercial Departments within the organisation
• We have a successful link/integration with Microsoft
PowerBI with provides our data with a voice through a
vast series of automated management reporting
• We have an active development cycle. The system is
constantly evolving with the business

17. 17CONFIDENTIAL

18. 18CONFIDENTIAL

19. 19CONFIDENTIAL

20. • First worked with the platform in 2007 in
Atlanta, USA working for Triumph
Motorcycles (told by my boss at the time
to buy shares. How I wish I had any cash
at this time)
• Technip migrated their CRM system to
Salesforce in 2016 and I’ve worked with it
ever since
• Promoted during that time from a
Delegate Admin to Corporate Admin
then finally to a System Admin in 2019
• Administrator & Platform App Builder
Certified
• Einstein & Sales Cloud Consultant are
up next in the calendar
• CGL application approved in January
2020. Active today for my first event
with Mark
• I hope to speak at future Salesforce
events & would love to see a
Northern version of London’s Calling
• Einstein will become my Salesforce
Niche and I’d love to be involved in
it’s Product Development in the
future . . Who knows!
Salesforce History & Interests

21. Our working lives are too short to work with poor
systems . .
Let’s change that!

22. Salesforce in the North East
Susanna Taylor, Parkdean Resorts

23. Parkdean Resorts & Salesforce
August 2020

24. 24
This income stream diversity in our business poses many challenges for technology, but also provides real
opportunities to add significant value to the growth of PDR.
We are now the largest operator in the sector with 67 parks nationwide, and are underpinned by 4 key income streams:
Holiday Sales: Selling over 500,000
holidays to customers on a yearly
basis
Holiday Home Sales: Over 5,000
new business and part exchange
sales yearly
Membership: On-going support and
management of our Owners, to
which we have over 20,000
Retail: All aspects of on-park spend,
from food, beverage through to
activities
Formed through a merger of 2 competing businesses in Parkdean & Park Resorts in 2015.
Parkdean Resorts
Who are we, and what do we do?

25. 25
Salesforce Platform
PDR processes from Lead to Cash in one system, centralised to one customer record
Critical step to ensure we clearly
capture sales details and feed them
into an automated billing routine

26. 26
Salesforce Platform
Products that we are using / intending to use at PDR
Product Capability
Sales Cloud Sales cloud manages the process from an Enquiry coming into Salesforce to the point of a
Quote
Marketing Cloud (Inc. Social Studio) Will manage triggered, automated and blast sends for customers who live in Salesforce. Social
studio could manage social interactions across Facebook, and other social channels
Digital Engagement Digital Engagement is a multi-channel offering that works within Sales Cloud to help enquiries
be contacted and qualified through a channel of their choice (WhatsApp, Facebook etc.)
Configure Price Quote (CPQ) CPQ will manage the configuration of the Quote / Contract and all of its associated parts.
Promotions, Discounts, Margins and Billable parts
Salesforce Billing Billing takes the Contract from CPQ and generates the billing schedule associated with this
contract
Service Cloud Service cloud would manage the customer account, complaint, knowledge and general
customer service process
Community Cloud Communities will be the central place for Owners to manage their account, and view
important processes and updates. This could be extended across to management of
maintenance for FSL
Field Service Lightning – Full Product FSL could manage the maintenance element of jobs, resource allocation, updates and feed
into Billing

27. 27
Susanna Taylor
https://www.linkedin.com/in/susanna-taylor-salesforce/
Studied Geophysics at university and worked as a scientist for a few years, mainly
creating computer models of earthquake systems
First introduced to Salesforce by attending a Dev401 training course in 2012
• First Certification: Developer 401
• Most Recent: Sharing and Visibility Designer
• Next One Planned: Advanced Administrator
Joined Parkdean Resorts in July 2019 as Lead Developer. Became the
Salesforce Solution Architect in February 2020
Currently learning about Online Payment Processing and Einstein Chat Bots

28. Salesforce in the North East
Claudia Wootten, Turnitin

29. Claudia Wootten

30. © 2020 Turnitin LLC. Company confidential.

31. © 2020 Turnitin LLC. Company confidential.
My Story
Leaving school with ‘O/A’ Levels in English, Ceramics, Music, Art and Theatre Studies couldn’t
stop me from embarking on a 30-year career in technology that has taken me all over the world,
working with a wide range of technologies from COBOL to Salesforce and much in between.
Whilst I am fascinated by technology and what we can achieve with it, the highlights of my career
so far, have always been related to the ‘business’ I have got to know and the people I have met.
From a Cobol Programmer at the Prescription Pricing Authority to a Senior Director, Business
Systems & Sales Operations at Turnitin by way of banking, airline, Civil Service, and logistics
(connect with me on linkedIn to get all the detail https://www.linkedin.com/in/claudiawootten)

32. © 2020 Turnitin LLC. Company confidential.
My Salesforce Journey
British Airways - Head of Sales Effectiveness
● Implemented Salesforce to around 1000 global users British Airways and Iberia B2B sales
Moved to Microsoft Collaboration tech for a couple of years
Brambles - Salesforce Programme Manager
● Implemented Salesforce globally to 3000 users - Sales Cloud
Turnitin - Senior Director of Sales Operations and Systems
● Project Trailblaze

33. © 2020 Turnitin LLC. Company confidential.
My Salesforce Journey

34. © 2020 Turnitin LLC. Company confidential.
We're passionate about helping students learn
Turnitin provides instructors with the tools to engage students in the writing process, provide
personalized feedback, and assess student progress over time.
Turnitin is used by more than 30 million students at 15,000 institutions in 140 countries.
We are an ‘Ed Tech’ company, HQ in Oakland, CA. With a vibrant and growing ‘office’ in Newcastle

35. © 2020 Turnitin LLC. Company confidential.
Project Trailblaze - Outcomes
● Implement industry best practice processes where appropriate - reduce complexity
● Simplify and streamline process, data and ways of working - increase speed
● Move pricing into CPQ and enable approval workflow - remove manual intervention
● Aligned process and key measures - accurate forecasting and reporting
● Exploit ‘out of the box’, only customise where it delivers a USP - reduced TCO
● Implement strong governance - preserve our investment
● ‘Change Management’ & education - support the growth of ‘professional sales’
capability

36. © 2020 Turnitin LLC. Company confidential.
The Newcastle upon Tyne Salesforce Women in Tech Group is for women, allies, and gender non-binary
individuals who are part of the Salesforce ecosystem in Newcastle upon Tyne and the surrounding area of the
North East of England to meet, discuss and actively support ways to advance gender equality in the workplace
and beyond.
The group is for women and gender non-binary individuals who are
● Currently working within the Salesforce ecosystem
● Interested in or want to become part of the Salesforce ecosystem
● Would benefit from becoming part of the ecosystem in terms of training and employment opportunities
https://trailblazercommunitygroups.com/newcastle-upon-tyne-united-kingdom-women-in-tech-group/

37. © 2020 Turnitin LLC. Company confidential.
Why Salesforce Women in Tech
The group aims to support the advancement of gender equality in the workplace through a broad
range of active and practical actions such as
● Raising awareness of the range of career opportunities available to women in the
Salesforce ecosystem
● Providing opportunities for members to build their professional network
● Showcasing members skills and experience
● Providing knowledge sharing and education opportunities
● Supporting and providing access to a mentoring network
● Giving help and guidance in accessing internal recruitment opportunities to those working
in a business that uses Salesforce
● Support in entering the workforce after finishing education
● Support to those re-entering the workforce after a career break (maternity, sickness, travel,
caring etc)

38. © 2020 Turnitin LLC. Company confidential.

39. Salesforce in the North East
Promotions and Giveaway