If you’re running B2B sales, you know the drill: leads come in from everywhere, deals stall for no reason, and your pipeline is always “almost” up to date. If your team’s cobbling things together with spreadsheets, email, and endless reminders, you’re probably bleeding time and missing out on deals. This guide is for sales managers, founders, and reps who want to actually manage their pipeline, not just document chaos. We’ll focus on using Meet—a tool that cuts out the fluff—to keep your sales process tight and moving.
Why bother with Meet for B2B sales?
Let’s be real: most CRM tools are a pain. They’re either too basic or packed with features you’ll never use. “Meet” aims for a happy medium. It’s simple enough to start fast, but still covers the basics—pipeline stages, deal notes, follow-ups, and reporting. The goal isn’t to “transform” your business overnight. It’s to give you a single place where you and your team can see what’s happening, what’s next, and what’s stuck.
Here’s what you should expect Meet to help with:
- Tracking deals and contacts in one place
- Setting reminders so nothing slips
- Collaborating (without endless back-and-forth)
- Spotting what’s working, what isn’t, and where you’re stuck
Can Meet solve every sales pipeline challenge? No. But it’s a big step up from sticky notes and “let me check my inbox.”
Step 1: Set up your pipeline the right way
Start by mapping out your actual sales process. Don’t copy what some blog said “best-in-class” teams do. Use the stages your team actually uses. Typical B2B sales pipelines look something like this:
- New Lead: Someone expressed interest or was referred.
- Qualified: You’ve confirmed they’re a fit.
- Demo/Meeting Set: There’s a real conversation on the calendar.
- Proposal Sent: You’ve sent pricing or a contract.
- Negotiation: There’s some back-and-forth.
- Won/Lost/On Hold: Obvious.
How to set this up in Meet:
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Create or edit your pipeline stages.
Don’t overcomplicate it. Start with 4–7 stages max. If you need three “proposal” stages, your process might be the problem, not your CRM. -
Add custom fields (sparingly).
Only track what you’ll actually use in reporting or reviews. “Favorite sports team” is fun, but won’t win you more deals. -
Import your data.
Upload your contacts, companies, and deals. Most tools—including Meet—let you import CSVs. If you’re coming from spreadsheets, great. If not, just start entering new deals as they come in.
Pro tip:
Don’t get hung up on perfect data. Garbage in, garbage out—but don’t let “we’re still cleaning up the spreadsheet” delay you for weeks.
Step 2: Get your team (actually) using it
CRM adoption is where good intentions go to die. Here’s how to avoid that:
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Make Meet the source of truth.
If it’s not in Meet, it didn’t happen. No updating three places, no “I’ll email you later.” One tool, one record. -
Keep the process simple.
The more hoops your team has to jump through, the less likely they’ll bother. Limit required fields and check-ins. The goal is to make everyone’s life easier, not harder. -
Set expectations and reminders.
Use Meet’s built-in reminders for follow-ups, next steps, and regular pipeline reviews. You shouldn’t have to remember to remember.
What to skip:
Forcing people to log every call and email. Track key notes and next steps, not every breath.
Step 3: Use Meet’s features—just enough
Meet covers the basics well. Here’s what’s worth your time (and what isn’t):
What to use
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Deal tracking:
Move deals through stages with a drag-and-drop or quick edit. It should feel like clearing out your inbox, not prepping for a tax audit. -
Notes and attachments:
Keep key info—call summaries, objections, contracts—attached to each deal. No more digging through email threads. -
Reminders and tasks:
Set these for yourself or others. “Follow up in a week” shouldn’t rely on memory. -
Simple reporting:
See what’s moving, what’s stuck, and how long deals usually take. Don’t get sucked into “dashboard hell.” Focus on one or two metrics: conversion rates and deal velocity.
What to ignore (for now)
-
Integrations you don’t use:
Don’t connect every tool “just because.” Start with email or calendar, add more only if it saves you clicks. -
Advanced automations:
Automations are nice, but don’t let them distract you from actually talking to prospects. Get the basics right first. -
Custom dashboards for everything:
You’re not running a hedge fund. Keep reporting simple; you can always add complexity later.
Step 4: Stay on top of your pipeline—without drowning
The real value of Meet is in regular, short pipeline reviews. You don’t need two-hour meetings—15 minutes a week is plenty.
Here’s how to keep things moving:
-
Review stuck deals:
Anything sitting in one stage for too long? Decide: push it, close it, or move on. -
Update next steps:
Every deal should have a clear next step, with a date. If there isn’t one, you’re probably just “hoping.” -
Clean out dead leads:
Don’t let your pipeline turn into a graveyard. Move cold deals to “On Hold” or “Lost.” It’s not failure—it’s focus. -
Spot patterns:
Are some reps crushing it? Are certain stages always bottlenecks? Use Meet’s reporting to find—and fix—what’s slowing you down.
Pro tip:
If you’re the manager, do these reviews as a team. But keep it quick. No one likes pipeline theater.
Step 5: Iterate—don’t overthink it
Your sales process will change. That’s fine—just keep your pipeline setup in Meet updated as you go. Don’t let “well, that’s how we’ve always done it” lock you into bad habits.
- Trim stages you never use.
- Update fields if you realize you’re always missing info.
- Change reminders as your sales cycle changes.
If something isn’t working, fix it. Don’t wait for the “perfect” process.
Honest take: What Meet does well—and its limits
Let’s cut the hype. Meet won’t magically turn cold leads into sales. Here’s where it delivers:
Strengths: - Simple, fast setup - Easy to see what’s happening and what’s next - Cuts down on “where’s the latest version?” confusion
Weaknesses: - Not as customizable as heavyweight CRMs (but that’s the point) - Some integrations may be basic or missing (check first if you rely on a niche tool) - If you want AI-powered forecasting or deep automation, look elsewhere
Bottom line:
If you want a tool your team will actually use, Meet is a solid bet. If you want to build a sales process that’s more complicated than your product, it’s probably not for you.
Keep it simple—and keep going
The best B2B sales teams don’t have the fanciest tools—they just know what’s happening, follow up, and keep momentum. Meet helps you do that without turning your job into an endless data entry slog.
Start simple. Get your team on board. Review your pipeline every week. Tweak as you go. That’s it. You’ll close more deals and spend less time chasing your own tail.
Good luck—and remember, software is just a tool. The real work is picking up the phone, sending the email, and moving the deal forward.