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.
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.
Principal Customer Success Manager and Implementation Consultant
Manager CRM Processes
Sr. Business Analyst
Applications and Software Engineering Leaders
CRM Strategy and Customer Experience
CRM Sales Technology (retired)
M.B.A., Drexel University
B.A., Hamilton College
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