The Whole Group — Agentic Revenue & Service

The Board wants results. You need options.

CRO

Sales teams drive deals.
CRM slows them down.

CFO

You forecast revenue.
Collecting it is painful.

CIO / Chief AI Officer

AI pilots everywhere.
Production value nowhere.

Chief Customer Officer

Service costs rise.
Customer value doesn't.

You need to drive Revenue GrowthWe build the Revenue Engine

Revenue Growth.
Predictable.
Durable.
Defensible.

Cash velocity.
Strong margins.
Clear economics.
Faster collections.

Brand Value.
Retention.
Expansion.
Advocacy.

Operating leverage.
New offerings.
Smarter pricing.
Adaptable business.

We all know CRM is broken. It's in every strategy deck.

Fragmented revenue systems Increasing cost and technical debt Revenue leakage

Adding AI to legacy CRM

won't fix the revenue problem.

Most companies have yet to scale AI beyond experimentation or piloting stages.

McKinseyThe State of AI in 2025, Nov 2025

Careful architecture decisions are critical to scaling AI… interoperability between systems [is] essential to avoid silos.

DeloitteAI ROI, Oct 2025

Operations get so deep and layered that decisions slow to a crawl, innovation gets sidetracked, costs creep and margin leaks.

AccentureThe Complexity Dividend, Dec 2025

AI pilots stall. CRM doesn't improve.

63%

AI is Critial.
But not scalable.
— McKinsey

75%

Want AI in core processes.
Workflows block it.
— MIT NANDA

64%

AI ambition is rising.
Tech debt holds it back.
— KPMG

100%

AI decides who wins.
Put it to work for you.
— TWG

AI isn't the problem.
It's your CRM. AI runs best in unified workflows.

AI in Workflows

Not bolted onto CRM.

Embedded in revenue models.

Any AI Model

No Vendor lock-in.

With platform-level control.

Production AI

Real operating value

Intelligent Lead-to-Cash.

Agentic

With human oversight.

Intelligent

Learns and adapts.

TRUSTED

Governed and secure.

In Production

Find out how.

We Build Your Revenue Engine

Revenue Growth

Sales & CPQ

Quote to
order
in seconds.

AI-powered Lead-to-Cash
Intelligent pricing
Quote in any platform

Cash Velocity

Order to Cash

Collect
revenue
faster.

Agentic order management
Reduce revenue leakage
Improve cash flow

Brand Value

Customers

Make
service
valuable.

Proactive service models
Automate service resolution
Monetize service channels

Seamless Lead to Cash

Operating Leverage

Revenue Engine

Revenue
impact
<90 days

Revenue Growth
Faster order-to-cash
Business model agility

Advisory-led. Results-driven.

We don't rip and replace legacy CRM.
We extract value, migrate workflows, and re-platform revenue and service safely.

How we engage

Forward Deployed

Co-building the revenue engine your board really wants.

🌍 Our teams are based across North America and Europe.

How we deliver

Fast Value Drops

Prove value in weeks, and scale value in months.

🏆 We look for revenue wins that quickly build your team's trust.

How we're different

Revenue Outcomes

Revenue and service experts - building AI-powered workflows.

🎯 We are driven by changing outcomes - not technology.

Why engage with us

We Design, Build and Deploy AI-powered Revenue Systems

MOVING ENTERPRISES RAPIDLY FROM LEGACY CRM TO AI-POWERED REVENUE ENGINES.

We partnered with ServiceNow to build modern revenue and service workflows that deliver real operating leverage - at speed.

We have delivered hundreds of enterprise Revenue transformations. We know how you launch new products and drive revenue growth - from Lead, to Cash.

With deep expertise of Salesforce and other legacy-CRM platforms, we use AI migration tools to quickly analyze your CRM stack, and map the fastest path to operating leverage and cost reduction.

Our partnerships with leading Revenue Platforms and AI Models ensure you build modern revenue workflows that deliver enterprise value - fast.

Move from CRM to a Revenue Engine.

Let's Talk →

Real results.
Real engagement.

8 wks

To Go-Live

25%

Faster Sales Cycle

30%

Lift in Qualified Leads

Zero

Net-New Applications

"The combined offering from, and executed by The Whole Group, ServiceNow & Tenon, gave us that single solution we needed, delivering centralized data and transparency across all departments, fast."
— Jim Nester, CMO, MCNC

"Driving transformation across the front office is essential. Working closely with the ServiceNow team allows us to guide clients on what to adopt now and what to wait for in future releases."
— Jorge Watson, Head of Consulting, TWG

The Agentic Opportunity

Build Agentic Revenue & Service Models

Intelligent Business Operations that think, learn and act

Autonomous

AI handles exceptions, routes approvals, optimises outcomes — with human oversight built in from day one.

Learning

Each transaction improves the system. Pricing gets smarter. Approvals get faster. Service gets predictive.

Proactive

Issues identified before they impact revenue. Interventions triggered before customers churn.

Governed

Enterprise-grade controls. Audit trails. Compliance built in. Human oversight where it matters.

Platform Partners

We bring together the expertise, platforms and integrations needed to build modern revenue engines.

Revenue & Service Workflows

Seamless Lead to Cash

Revenue workflows on one platform
AI built in workflows orchestration
Agents embedded in revenue journeys
Enterprise governance and auditability
Replace fragmented legacy CRM

Billing & Payments

Financial Infrastructure

Subscription, usage, and hybrid models
Global payments and real-time billing
Revenue intelligence and collections
API-first financial workflow automation
Cash velocity and payments flexibility

Anthropic Partner & Builder

Applied AI

Anthropic Partner
Agentic Workflow Design
Agentic Business Model Design
Embedded Applied AI Engineers
AI that delivers results in days

This isn't a tech stack. It's revenue architecture — deployed in <90 days.

Other partners include

Your CRM stack is costing you Revenue & Profit.

The Board wants results. You need options.

We all know CRM is broken. It's in every strategy deck.

Fragmented revenue systems Increasing cost and technical debt Revenue leakage