2009

Version 2.0 of the PlanIt Sales Compensation^® solution is launched to clients with enthusiastic customer reviews. The addition of a new, robust sales performance-reporting engine and the ability to accommodate flexible compensation management tools and integration with other software in addition to features such as guarantees, draws, SPIFFs & contests, transaction splits and manual adjustments garnered industry recognition for the latest version of the application.

2008

SRG, through Surgesoft Inc., entered PlanIt Sales Compensation^® into a Microsoft Inc. competition for software innovation that included entries from every conceivable industry and application type including both enterprise and hosted models. PlanIt Sales Compensation^® was the runner-up in the final voting from all entries and was recognized at the Canadian Independent Software Vendor conference. Later in the year, the software application was a finalist in the International Business Awards for best new software product.

SRG customer MeadWestvaco Corporation, a global innovation and packaging conglomerate, contracted with Sales Resource Group to redesign and implement a new sales compensation program solution. The decision resulted in their organization winning the 2007 Stevie Award for North American Sales Compensation Plan of the Year, the second Sales Resource Group client to win the award in as many years.

2007

Version 1.0 of the on-demand Software-as-a-Service edition of PlanIt Sales Compensation^® was launched to early adopters in the hosted application market. One of the first customers, The Chicago Sun-Times following significant restructuring, chose the Sales Resource Group consulting firm to redesign their sales compensation program. They also incorporated the PlanIt Sales Compensation^® technology internally to provide efficient sales-performance management for both their external and inside sales force. That year they won the 2006 Stevie Award in Sales and Customer Service for North American Sales Compensation Plan of the Year.

2005

The Enterprise version of PlanIt Sales Compensation^® was created to address the tracking, calculation, analytics and reporting of sales compensation. This product allowed companies, for the first time, to view sales performance on a real-time basis.

2002

Sales Resource Group announces the launch of the first version of PlanIt Sales Compensation^®. An innovation in the automation of sales compensation management, it was a windows desktop edition that automated the design and management of plan documentation and targets.

2001

EDI Network Solutions became Surgesoft Inc., the development division of Sales Resource Group. What we found through their work with clients in the area of sales compensation was that even after the plans that they needed were designed, they still struggled to manage sales compensation effectively. They lacked the tools for on-going design of plans and the ability to track transactions, monitor sales performance and calculate incentives. As the marketplace became more complex, this only exacerbated the problem by adding more specialized sales roles. The focus of Surgesoft Inc. is to creating tools and applications to help companies manage their sales compensation and sales force effectiveness more efficiently.

1999

Sales Resource Group entered the Sales Force Automation (SFA) world and through its subsidiary inFORM Inc., became the largest integrate for Pivotal CRM. The subsidiary was sold to Pivotal in 2001 and became their professional services group.

1991

SRG subsidiary EDI Network Solutions worked with the Broadcast Industry to define standards for the buying and selling of advertising on-line. This was ground breaking work in the area of e-Commerce development.

1989

Sales Resource Group (SRG) started as a sales compensation consulting organization, working with many of the largest sales organizations in Canada, including Bell, Rogers Communications, the Canadian Broadcasting Corporation and Manulife Financial. From that beginning, SRG developed the reputation as the top sales compensation consulting firm both domestically and internationally.