B-Viz
Julia Hartmann

Julia Hartmann

Person

Kesselfeld Software logo Kesselfeld Software · champion

Julia 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.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Julia 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 BG-Demo's error. Adoption rests on her team, and the evidence does not show who beyond her asks questions.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

CRM records

OrganisationTitleRoleEmail
Kesselfeld SoftwareHead of Customer Successchampionjulia.hartmann@kesselfeld.example
CRMmade from

Activity

  • Upcoming
  • 27 Oct 2026upcoming callKesselfeld Software / BG-Demo – Renewal Marcus Bell, Matteo Ricci, Florian Becker, Julia Hartmann, Anja PohlKesselfeld Software logoMarcus BellMatteo RicciFlorian Becker+2
  • Held
  • 8 Oct 2026dealKesselfeld Software – Renewal Matteo Ricci, Julia HartmannKesselfeld Software logoMatteo RicciJulia Hartmann
  • 21 Jul 2026ticketDashboards down Julia Hartmann, Olivia GrantKesselfeld Software logoJulia HartmannOlivia Grant
  • 18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Malcolm Hebden, Wouter Smits, Alexandra Peck, Margaret Crisp, Kiran Bassi, Nicholas Pengelly, Erin Gallant, Birgit Wolff, Claire Ogden, Johan Berglund, Juliet Ambler, Lawrence Chen, Femke de Wit, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia HartmannAlice BrewerNaomi FordhamGemma Yates+38
  • 26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Rebecca Ainsworth, Gillian Thewlis, Stuart Kitson, Thijs Brouwer, Julia Obermaier, Bas Vermeulen, Alexandra Peck, Margaret Crisp, Lynne Featherstone, Frank DeLuca, Birgit Wolff, Kylie Dwyer, Erik Wallin, Wesley Calhoun, Priscilla Adams, Suresh Pillai, Darryl MacKinnon, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia HartmannAlice BrewerKofi MensahEllie Rowcliffe+54
  • 31 Mar 2026ticketOnboarding, dashboard structure for CS team Julia Hartmann, Bethan ListerKesselfeld Software logoJulia HartmannBethan Lister
  • 16 Mar 2026callKesselfeld Software / BG-Demo – Training Laura Penhaligon, Julia HartmannKesselfeld Software logoLaura PenhaligonJulia Hartmann
  • 9 Feb 2026callKesselfeld Software / BG-Demo – Onboarding Laura Penhaligon, Tim Schröder, Julia HartmannKesselfeld Software logoLaura PenhaligonTim SchröderJulia Hartmann
  • 4 Feb 2026ticketSet up user access for customer success team Julia Hartmann, Olivia GrantKesselfeld Software logoJulia HartmannOlivia Grant
  • 20 Jan 2026callKesselfeld Software / BG-Demo – Onboarding Laura Penhaligon, Tim Schröder, Julia HartmannKesselfeld Software logoLaura PenhaligonTim SchröderJulia Hartmann
  • 12 Jan 2026callKesselfeld Software / BG-Demo – Kickoff Laura Penhaligon, Marcus Bell, Julia Hartmann, Tim SchröderKesselfeld Software logoLaura PenhaligonMarcus BellJulia Hartmann+1
  • 9 Dec 2025callKesselfeld Software / BG-Demo – Negotiation Matteo Ricci, Owen Tallis, Florian Becker, Julia Hartmann, Anja PohlKesselfeld Software logoMatteo RicciOwen TallisFlorian Becker+2
  • 21 Nov 2025callKesselfeld Software / BG-Demo – Proposal Matteo Ricci, Julia Hartmann, Florian BeckerKesselfeld Software logoMatteo RicciJulia HartmannFlorian Becker
  • 11 Nov 2025callKesselfeld Software / BG-Demo – Demo Matteo Ricci, Hannah Lowe, Julia Hartmann, Tim SchröderKesselfeld Software logoMatteo RicciHannah LoweJulia Hartmann+1
  • 4 Nov 2025callKesselfeld Software / BG-Demo – Demo Matteo Ricci, Anya Petrova, Julia Hartmann, Tim SchröderKesselfeld Software logoMatteo RicciAnya PetrovaJulia Hartmann+1
  • 17 Oct 2025email threadGreat to speak today, next steps Priya Raman, Julia Hartmann, Florian BeckerKesselfeld Software logoPriya RamanJulia HartmannFlorian Becker
  • 16 Oct 2025callKesselfeld Software / BG-Demo – Discovery Priya Raman, Julia Hartmann, Florian BeckerKesselfeld Software logoPriya RamanJulia HartmannFlorian Becker
  • 29 Sep 2025dealKesselfeld Software – New Tom Ashdown, Julia HartmannKesselfeld Software logoTom AshdownJulia Hartmann
  • 16 May 2024eventBG-Demo webinar Nell Ashcombe, Omar Al Suwaidi, Ravi Riley, Yasmin Openshaw, Melvin Goh, Helen Varley, Sunita Bains, Lee Garside, Diarmuid Kenny, Jens Maes, Shirley Bowman, Ronald Hetherington, Ailsa Pringle, Terry Hinchcliffe, Lynn Staniforth, Kayleigh Pounder, Nichola Hogg, Hugo Fawcett, Hamish Ogilvie, Lewis Tait, Brent Olson, Gemma Dobson, Jess Ferrand, Dan Hosken, Dana Kurtz, Julia HartmannNell AshcombeOmar Al SuwaidiRavi Riley+23
CRMmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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