Who they are
Insight
Current to 14 Oct 26Julia Hartmann is the CRM champion at Kesselfeld Software and a platform admin. She led the buying conversations, drives adoption in customer success and raised the billing and connector problems. Florian Becker signs commercial terms.
Role: Head of Customer Success at Kesselfeld Software, CRM role champion, platform admin since 7 Jan 2026. She appears in ten calls, one email thread and three tickets.
Influence: She leads the use case and took the proposal to Florian Becker, the Managing Director, who approves commercial terms. She is a strong champion rather than the final signatory.
Watch: On 9 Feb 2026 she raised invoices that read as the full year owed upfront, which was BB-Demo's error. Adoption rests on her team, and the evidence does not show who beyond her asks questions.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kesselfeld Software | Head of Customer Success | champion | julia.hartmann@kesselfeld.example |
Activity
- 27 Oct 2026callKesselfeld Software / BB-Demo – Renewal
+2
- 8 Oct 2026dealKesselfeld Software – Renewal
- 21 Jul 2026ticketDashboards down
- 18 Jun 2026eventBB-Demo webinar
+26
- 26 May 2026eventRevenue leaders roundtable
+39
- 31 Mar 2026ticketOnboarding, dashboard structure for CS team
- 16 Mar 2026callKesselfeld Software / BB-Demo – Training
- 9 Feb 2026callKesselfeld Software / BB-Demo – Onboarding
- 4 Feb 2026ticketSet up user access for customer success team
- 20 Jan 2026callKesselfeld Software / BB-Demo – Onboarding
- 12 Jan 2026callKesselfeld Software / BB-Demo – Kickoff
+1
- 9 Dec 2025callKesselfeld Software / BB-Demo – Negotiation
+2
- 21 Nov 2025callKesselfeld Software / BB-Demo – Proposal
- 11 Nov 2025callKesselfeld Software / BB-Demo – Demo
+1
- 4 Nov 2025callKesselfeld Software / BB-Demo – Demo
+1
- 17 Oct 2025email_threadGreat to speak today, next steps
- 16 Oct 2025callKesselfeld Software / BB-Demo – Discovery
- 29 Sep 2025dealKesselfeld Software – New
- 16 May 2024eventBB-Demo webinar
+14