3 years at Gartner
17 years industry experience
Roles and Responsibilities
Tad Travis is a Director in Gartner Research. He is responsible for the CRM for Sales research agenda, which includes the sales force automation (SFA) and the sales performance management (SPM) Magic Quadrants. Mr. Travis has extensive knowledge of SFA systems, sales enablement processes, sales enablement tools, sales incentive compensation, quota management and sales analytics. He has additional expertise in CRM governance, end-user adoption programs, end-user training, customer success programs, and change management.
Areas of Coverage
- Customer Relationship Management
Tad Travis's Recent Gartner Activity
Toolkit: Sales Force Automation RFP
The Gartner CRM Vendor Guide, 2017
Use an Event-Driven Approach to Deliver Superior Customer Experience
Mr. Travis has more than 15 years of experience in the IT industry. Prior to joining Gartner, he served as a Customer Success Manager and Application Architect at salesforce.com, where he guided more than 100 clients with their salesforce.com implementations and governance programs. He owned post-sales business relationships with executives of enterprise-level salesforce.com clients and provided valuable strategic advice on vision definition, adoption metrics, governance processes, roadmap planning, ROI analysis and business process best practices. Prior to salesforce.com, he managed the CRM and BI sales operations processes at Solvay Pharmaceuticals and served as a CRM consultant at several CRM vendors.
Chordiant/PrimeResponse, Sr. Business Analyst, 2 years
Solvay Pharmaceuticals, Manager CRM Processes, 5 years
salesforce.com, Principal Customer Success Manager, 7 years
B.A., Hamilton College
M.B.A., Drexel University