Julia Hartmann
Person
Kesselfeld Software: documents · champion
Julia Hartmann is the CRM champion and platform admin at Kesselfeld Software. She leads adoption and takes terms to Florian Becker for sign-off. Adoption leans on her, and the August CRM sync outage tested her patience.
Who they are
Insight
Current to 12 Oct 26Julia Hartmann is the CRM champion and platform admin at Kesselfeld Software. She leads adoption and takes terms to Florian Becker for sign-off. Adoption leans on her, and the August CRM sync outage tested her patience.
Role: Head of Customer Success at Kesselfeld Software, recorded as CRM champion and a platform admin since 7 Jan 2026. She described the manual health checks that led to the purchase.
Influence: She shapes scope and adoption but Florian Becker, Managing Director, approves commercial terms. She took the proposal to him for sign-off.
Watch: Adoption is driven mainly by Julia, which is a key-person risk. The CRM connector she reported as stalled took 27 days to resolve, closed on 2 Sep 2026, after earlier billing errors in February.
Before the next conversation, confirm the connector is syncing and be ready with a value case.
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
- 20 Aug 2026ticketRestoring user access
- 6 Aug 2026ticketCRM connector not syncing
- 28 Jul 2026ticketRemoving user access
- 18 Jun 2026eventBB-Demo webinar
+17 - 26 May 2026eventRevenue leaders roundtable
+24 - 17 Apr 2026ticketAdding a new user
- 20 Mar 2026ticketHow to use dashboard filters
- 16 Mar 2026callKesselfeld Software / BB-Demo – Training
- 9 Feb 2026callKesselfeld Software / BB-Demo – Onboarding
- 6 Feb 2026ticketHow to use the brain for our 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
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