Structured Agreement Process for a Growing Agency

Solid Media is an established digital marketing agency based in Oslo, working with both small and large businesses across Norway and the Nordics. Together with its sister companies Fjellvann and Røtter CRM, they offer a comprehensive range of services including advertising, search engine optimization, websites, CRM, and automation.
As an agency group with three companies and multiple specialized departments, they manage a large volume of proposals, framework agreements, and ongoing service contracts every month.
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The Challenge

Before DealBuilder, the agreement process was more manual and fragmented. Different document versions, manual follow-ups, and the need for internal approvals meant that even minor adjustments took unnecessary time.

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They needed:

  • Standardized templates for proposals and agreements
  • Control over terms, pricing, and packages
  • A solution that worked across three companies
  • Integration with CRM and accounting systems
  • Less friction in the sales process

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Additionally, they wanted multiple team members to use the system without routing everything through consultants or management.
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Løsningen

‍Med DealBuilder har Solid Media etablert en felles og strukturert avtaleplattform for hele konsernet.

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They achieved:

  • Standardized templates and terms across companies
  • Structured packages and pricing models
  • A unified system accessible to consultants, technicians, and management
  • Integration with CRM and accounting systems
  • Digitalized workflow from proposal to signed agreement

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Agreements are sent directly to customers via email or SMS and signed electronically. All documentation is stored in a structured manner and is easily accessible for follow-up. The result is a faster and more professional contract process.

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The Results

  • Faster proposal and agreement process
  • Full control over templates, terms, and pricing
  • Reduced internal administration
  • Better oversight across companies
  • A more professional customer experience

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Solid Media reports that the agreement process has shifted from being a bottleneck to becoming an efficient part of the sales workflow.

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“We save time and sell more with DealBuilder. The agreement process has gone from being a pain point to being fast and simple. It’s also easy for our customers to understand their commitments and sign agreements.”

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‍Torstein Finberg, Solid Media

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About DealBuilder Usage

Solid Media uses DealBuilder across all three companies in the group. The solution supports both standardized service packages and more customized agreements. By combining structured templates, digital signing, and integration with CRM and accounting systems, they now have a scalable solution that supports future growth.