Distribution Leader Panel:
How to Make Your CRM Initiative Successful 

Available on-demand

CRM is finally gaining traction in distribution. Leading distributors have integrated CRM with their ERP and are using CRM as a point of integration for applications that support customer facing personnel including marketing automation, web analytics, cross-sell/up-sell and other analytics. In this distribution leader panel, we looked at several key areas including: 

  • Implementing CRM 
  • Integrating CRM with ERP  
  • Integrating apps into CRM 
  • Evolution of business processes 
  • Driving adoption and creating buy-in 

Watch on-demand to learn how distributors who are successful with CRM are navigating these topics. 


Stephanie Kuntz

Stephanie Kuntz, Director of Marketing, Palmer-Donavin 

Tara Nebel

Tara Nebel, Chadwell Supply, Inc.

Dana Lingard

Dana Lingard, Previously of AZP Multifamily

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Thank you to our sponsors:

epicor, cxrx

About our panelists:

Stephanie Kuntz

Stephanie Kuntz 

Director of Marketing, Palmer-Donavin 

Stephanie Kuntz began her career with Palmer-Donavin in 2011. She has worked in many different areas of the business including administration, sales, operations, and is now the director of marketing. Her experience in each of her roles has given her a deeper understanding of the business as a whole and enables her to see alignment on projects outside of just her department. When she is not working, she is a soccer, lacrosse and cheer mom to her two little girls.  

Tara Nebel 

Head of Enterprise CRM, Chadwell Supply, Inc. 

Tara Nebel is a seasoned technology leader with a strong focus on user design and adoption of customer relationship management (CRM) and human resources (HR) applications. With over 25 years of experience in diverse industries, Tara has a proven track record of successful implementations with enhanced user experiences which maximize the value of technology investments.

Tara is a graduate of Purdue University with a dual degree in Biology and Psychology, where she developed the desire to focus on improving the lives of others through technology. Tara lives in Orlando, Florida with her husband, four children and three beloved pets. With a love of the ocean, she is a champion for great white shark protection and education. 

Dana Lingard

Dana Lingard

Thought Leader & Consultant, Previously of AZP Multifamily

Dana Lingard is an accomplished thought leader innovating in critical business spaces like marketing, customer experience and online platforms. Dana's strengths include navigating initiatives and projects by creating positive customer experiences through programs that instill loyalty and drive revenue and conversion.

Dana has created award-winning marketing campaigns that resulted in MarCom, Stevie and Addy wins. In addition, she has implemented various CRM systems at multiple companies and has been a steadfast partner to many sales teams. Dana's business experience spans multiple lines of business, including MRO, EHR, and subscription-based models with brands such as HD Supply, Soapy Joe's, CGTech, ChiroTouch, and, most recently, AZP Multifamily. She is currently consulting and in the process of exploring new career opportunities.   

About our host:

Jonathan Bein, Ph.D.

Managing Partner, Distribution Strategy Group

Jonathan Bein, Ph.D. has worked with many distributors to make their marketing a profit center. He has developed and applied analytic approaches for customer segmentation, customer lifecycle management, positioning and messaging, pricing, and channel strategy for distributors.