What The Whole Group does

The Whole Group is a US-based professional services and advisory firm founded in 2022 and headquartered in Missoula, Montana, with event and forward-deployed presence in New York and across EMEA. The company positions itself as building "AI-powered Revenue Engines" for large enterprises that need to escape inflexible, technically debt-laden legacy CRM systems — particularly Salesforce — without undertaking a disruptive rip-and-replace migration. Its core offering is the Revenue Engine, a reference architecture assembled on the ServiceNow platform that unifies Lead-to-Cash workflows (sales, CPQ, order management, billing and service) and is extended with Stripe for monetization and Forgd (Anthropic Claude) for applied AI. Modular add-ons cover Sales & CPQ, Order to Cash, Customer Service, Legacy CRM Transformation, and AI + Governance, and the company markets an "agentic" operating model in which AI agents handle quoting, fulfillment and service exceptions with human oversight built in.

Commercially, TWG runs an enterprise field-sales motion, engaging C-suite buyers (CRO, CFO, CIO/Chief AI Officer, Chief Customer Officer) through forward-deployed teams across North America and EMEA, using a "Fast Value Drops" methodology aimed at proving value in weeks and scaling ROI within 90 days. Revenue is generated via quote-based professional services and advisory engagements rather than disclosed SaaS subscriptions, and distribution is layered with channel co-selling through the ServiceNow partner ecosystem. Named enterprise customers are limited — MCNC, Arqiva, Inogen, Summit 7 and ISS — spanning telecommunications, healthcare, technology and facilities management, with stated vertical ambitions across TMT, travel and logistics, manufacturing, insurance, services, finance and CPG. Headcount is reported as 1-10, no funding rounds are disclosed, and the company relies on a tightly curated partner stack (ServiceNow, Stripe, Forgd as core; Xactly, Tenon, GoTransverse as minor) for both technology and pipeline.

Name

The Whole Group

Legal name

The Whole Group

Website

https://thewholegroup.com

Company type

Private

Founded year

2022

Headcount range

1–10 employees

Short description

The Whole Group is a US-based advisory and professional services firm that builds AI-powered Revenue Engines on the ServiceNow platform, helping large enterprises modernize Lead-to-Cash workflows and migrate off legacy CRM systems. It sells to enterprise C-suites via forward-deployed teams in North America and EMEA.

Ownership category

akta.pro rank

Product category

Enterprise Revenue Transformation Consulting

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Management Consulting Services (54161)

SIC

Services-Computer Programming Services (7371), Services-Management Consulting Services (8742)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

akta.pro secondary industries

Sales Force Automation (SFA) CRM (HDAEAFAA), CRM Strategy & Consulting (BPAFAFAA), CRM Implementation & Systems Integration (BPAFAFAB), CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK), CRM Managed Services & Support (BPAEAGAD)

Keywords

• Revenue transformation
• AI revenue engine
• CRM modernization
• Lead-to-cash automation
• Agentic revenue operations

Headquarters

HQ city

Missoula

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Services and Advisory: Advisory-led professional services for revenue model transformation and AI-powered Revenue Engine implementation. Engages in solution design, architecture, engineering, configuration, and business process transformation.

Go-to-market motion3 records

Distribution channels2 records

Marketing channels4 records

Core offering

The Whole Group delivers advisory-led professional services to design, build, and deploy AI-powered Revenue Engines on the ServiceNow platform, integrated with Stripe for billing and payments. The firm transforms legacy CRM systems (such as Salesforce) into intelligent Lead-to-Cash workflows with agentic AI, governed automation, and measurable revenue outcomes typically delivered in under 90 days.

Product overview

The Whole Group offers a unified Revenue Engine platform designed to replace legacy CRM systems with AI-powered revenue workflows. The core Revenue Engine is supported by integrated modules including Sales & CPQ (quote-to-order in seconds), Order to Cash (cash velocity optimization), Customer Service (intelligent self-service and retention), and Legacy CRM Transformation (Salesforce to ServiceNow migration). The platform leverages partnerships with ServiceNow for core workflows, Stripe for billing infrastructure, and Forgd/Anthropic for applied AI capabilities. Additional offerings include Revenue Models, Revenue Platforms, Revenue Workflows, and AI + Governance modules, all designed to deliver measurable revenue outcomes within 90 days.

Differentiator

Problem solved

Functional benefit

Products and services

• Revenue Engine
• Legacy CRM Transformation
• Revenue Platforms Implementation

Quantifiable outcome

• 8 weeks to go-live
• +4 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability4 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• ServiceNowcoreTechnology or IntegrationServiceNow is a core platform partner. The company builds AI-powered Revenue Engines on ServiceNow, providing seamless Lead-to-Cash workflows with unified sales, CPQ, and service. ServiceNow is positioned as the AI-powered platform of action for revenue and service operations. The company also works with ServiceNow teams and partners to help win CRM deals.
• StripecoreTechnology or IntegrationStripe is a key platform partner for revenue infrastructure. The partnership covers monetization, revenue automation, payments, billing, and subscriptions. Stripe provides unified billing across any revenue models, real-time payments with instant settlement, and intelligent revenue automation.
• ForgdcoreTechnology or IntegrationForgd is a platform partner for Applied AI. The partnership includes Claude from Code to Cash, Agent First Workflows, and Agentic Revenue Assurance. Forgd provides AI expertise as part of the intelligent experiences built for customers.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• 2bcc ServiceNow CRM Consulting: Boutique consultancy positioning around ServiceNow CRM and Customer Engagement transformations; overlaps with TWG's legacy-CRM-to-ServiceNow migration offering.
• Crossfuze: Specialist ServiceNow consultancy delivering managed services and CRM/workflow transformation for enterprise clients; comparable in size and ServiceNow-only focus to TWG.
• GlideFast Consulting: Boutique ServiceNow Elite partner focused exclusively on ServiceNow implementations across ITSM, HR, and CRM/Customer Engagement — the closest direct comparable to TWG's ServiceNow-native Revenue Engine practice.

Broad incumbents

• Accenture: Global SI with deep ServiceNow and Salesforce capabilities, including CRM transformation and industry-specific revenue workflows; the dominant incumbent for large transformation mandates.
• Cognizant: Global digital engineering and SI with ServiceNow and Salesforce capabilities, including CRM modernization and AI-enabled workflows; comparable on enterprise CRM services delivery.
• Slalom: Large consultancy with a dedicated ServiceNow practice covering CRM, AI, and industry transformations; competes for the same enterprise Revenue Engine RFPs from a much larger bench.
• Simplus (Infosys): Now part of Infosys, Simplus is a Salesforce-focused SI; comparable as a large enterprise CRM-transformation competitor, particularly for Salesforce-to-ServiceNow migrations that TWG targets.
• KPMG (ServiceNow practice): Big-4 firm with ServiceNow alliance offering CRM, finance transformation, and managed services; competes for the same board-level revenue transformation mandates.
• Persistent Systems: Digital engineering firm with ServiceNow partnerships covering CRM, ITSM, and AI integration; comparable as an implementation partner in the ServiceNow ecosystem.
• Deloitte Digital: Tier-1 consulting firm with ServiceNow, Salesforce and customer-experience practices; directly competes for advisory-led CRM/Revenue Engine engagements at large enterprises.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/thewholegroup

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Whole Group