Services · Embedded RevOps
Your GTM, engineered end to end.
Embedded RevOps is full GTM engineering: Canopy inside your revenue team, accountable for every conversion metric from first touch to renewal. Traditional RevOps administers the CRM. We answer for what it produces.
Salesforce
Clay
Gong
SlackIntelligence that works inside your CRM, not beside it.
No side tools, no exports. The AI acts on your CRM's own objects and writes every action back as clean data. One connected system, end to end.
Every form fill is enriched, scored against your ICP, routed, and answered personally within minutes, from the owning rep's own address.
The AI reads each contact's full engagement record and picks their next best message. Dormant segments reactivate automatically.
Transcripts are read, follow-ups drafted in the rep's voice, tasks created on the deal, and stalling deals flagged with the reason.
GranolaWarehouse usage lands in the CRM as native properties. Risk and expansion signals route to the owning AE and CSM in Slack, with context.
Every system writes back to the CRM, so attribution, funnel and forecast run on one source of truth, benchmarked against day one.
How embedded works.
A commercial engagement: baseline, target, operating cadence. Impact in weeks, not quarters.
The audit
Duplicate properties, three "close date" fields, reports nobody trusts: we find it all, then price the leaks. Stage-by-stage drop-off, its monthly cost, and the revenue impact of lifting each conversion KPI.
The Canopy GrowthPath™ session
One working session across marketing, sales and CS. Funnel mapped, every metric baselined and targeted, ownership assigned. The plan the engagement is measured against.
Foundations
One trusted property per question. Clean structures, defined ownership, numbers your team can believe.
The build
Every system integrated into the CRM: API connections across marketing, calls, warehouse and billing. One source of truth, the AI systems on top. Everything stays yours.
The operating cadence
Weekly: KPI review, iteration shipped. Monthly: benchmark report to leadership. Quarterly: GrowthPath™ refreshed against results.
Measured KPIs we improve.
Traditional RevOps reports the funnel. We sign our name to it: every metric baselined, targeted in your GrowthPath™, and traceable in your CRM.
Your whole GTM, owned and moving.
Reporting your team trusts. Inbound answered in minutes. Pipeline that stops leaking. Customers that expand. One embedded team, accountable in your CRM.
No deck. No SDR pitch.