The Whole Group — Agentic Revenue & Service

The Board wants results. You need options. Fast.

CRO

Sales 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.

Growth is the Board mandateWe 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 know CRM is broken. It's in every strategy deck.

Inflexible revenue models Increasing cost and technical debt Revenue leakage

Adding AI to legacy CRM

won't fix the 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. Revenue 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
Faster product launch
Intelligent pricing

Cash Velocity

Order to Cash

Collect
revenue
faster.

Agentic order management
Reduce revenue leakage
Improve cash flow

Brand Value

Customers

Make
service
valuable.

Intelligent self-service
Automate service resolution
Monetize service channels

Seamless Lead to Cash

Operating Leverage

Revenue Engine

Revenue
impact
<90 days

Revenue Growth
Faster order-to-cash
Revenue model agility

Advisory-led. Results-driven.

Don't rip and replace legacy CRM.
Transform it into an AI-powered Revenue Engine, quickly and safely.

How we engage

Forward Deployed

Co-build the AI-powered Revenue Engine your board wants.

Teams across North America & EMEA.

How we deliver

Fast Value Drops

Prove value in weeks, and scale ROI in months.

Fast wins that quickly earn board trust.

How we're different

Revenue Outcomes

Revenue Model Transformation
AI + Data + Workflow Expertise

Delivering revenue outcomes - not technology.

Why engage with us

We Design, Build and Deploy AI-powered Revenue Engines

Outcomes. Not technology.

AI is accelerating how products and services are built - and your revenue engine needs to be intelligent, and responsive.

We have delivered hundreds of enterprise Revenue transformations across most industries. We know how you launch and monetize new products to drive revenue growth.

Using AI migration tools and deep experience of Salesforce and other legacy CRM applications - we quickly analyze your revenue model, and map the fastest path to operating results.

Partnerships with leading Revenue Platforms and AI Models ensure you rapidly build modern revenue workflows that deliver enterprise value.

Build your AI-powered 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 expertise, platforms and integrations to build AI-powered Revenue Engines.

WORKFLOWS

LEAD TO CASH SALES SERVICE CPQ AI GOVERNANCE

Unified Revenue Workflows
Governed AI and Decision Support
Faster Product Launches

The Revenue Engine.

MONETIZATION

REVENUE AUTOMATION PAYMENTS BILLING SUBSCRIPTIONS USAGE

Unified billing across any revenue models
Real-time payments with instant settlement
Intelligent Revenue Automation

Revenue Infrastructure.

APPLIED AI

ANTHROPIC PARTNER CLAUDE CODE COWORK AGENTS CLAUDE API

Claude From Code to Cash
Agent First Workflows
Agentic Revenue Assurance

Intelligent Experiences.

This isn't a tech stack. It's AI-native Revenue Architecture.

Other partners include

Your CRM is costing you Revenue & Profit.

The Board wants results. You need options. Fast.

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

Inflexible revenue models Increasing cost and technical debt Revenue leakage