Gartner Expert

Tad Travis

VP Analyst

Theodore (Tad) Travis is a Vice President in Gartner Research. Mr. Travis is co-Chief of Research for IT Leaders Applications and Software Engineering research. This includes coaching the research of the CRM, ERP, Finance, Sourcing, Sales, Digital Commerce, and application practices.

Previous experience

Mr. Travis has more than 20 years of experience in the IT industry. Prior to joining Gartner, he served as a Customer Success Manager and Application Architect at Salesforce, where he guided more than 100 clients with their Salesforce implementations and governance programs. He owned postsales business relationships with executives of enterprise-level Salesforce 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, he managed the CRM and BI sales operations processes at Solvay Pharmaceuticals and served as a CRM consultant at three CRM software providers and consultancies.

Professional background

Salesforce

Principal Customer Success Manager and Implementation Consultant

Solvay Pharmaceuticals

Manager CRM Processes

Chordiant/PrimeResponse

Sr. Business Analyst

Areas of coverage

Applications and Software Engineering Leaders

CRM Strategy and Customer Experience

CRM Sales Technology (retired)

Education

M.B.A., Drexel University

B.A., Hamilton College

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Top Issues That I Help Clients Address

1How to evaluate the relative advantages of CRM offerings

2Connect sales effectiveness and operational efficiencies to clients' strategic CRM roadmap

3Digital transformation and optimization of sales processes

4How to evaluate technologies for the composable enterprise.

5Establish effective governance and user adoption processes