A scalable contract process for a challenger in growth

Homely is a modern provider of home security systems, built on principles of transparency, fair pricing, and a simple customer experience. The company challenges established players in a traditional market and has quickly positioned itself as a fast-growing player backed by strong ownership.

For a sales-driven organization in growth, structure and pace are critical.

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Today, Homely uses DealBuilder as a platform for agreements and signing across sales channels and geographic locations.

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Starting point
Homely operates with multiple sales approaches – including field sales and telesales. This creates the need for a solution that:
– is easy to use in a high-paced environment
– works consistently across teams and locations
– ensures correct use of terms and pricing models
– integrates with Salesforce CRM
– can be centrally managed without slowing down sales

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In an organization with clear growth ambitions, the contract process needed to support scalability – not become a bottleneck.

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How they work today
Homely uses DealBuilder in the portal as a structured framework for quotes and customer agreements. The solution is integrated with Salesforce CRM, ensuring that the sales process and contract process are closely connected.

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Templates, products, and terms are managed centrally, while the sales organization operates efficiently within defined frameworks. Regardless of whether the agreement is made in the field or over the phone, it follows the same structure and signing process.

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This provides both front-end flexibility and back-end control.

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The result
– One unified agreement structure across sales channels
– Integrated flow between Salesforce and digital signing
– Fast and simple signing process for customers
– Central control of terms and pricing models
– A solution that scales with growth

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DealBuilder serves as a stable and predictable part of Homely’s commercial infrastructure.

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“For us, it’s crucial that our systems support our growth. DealBuilder gives us structure and control, while remaining easy for the sales organization to use in daily operations.”
– Petter Kildal Forseth, CEO, Homely

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About the collaboration
Homely and DealBuilder have established a solution that supports a fast-growing organization with multiple sales channels and a clear commercial focus. The setup demonstrates how DealBuilder can be used as a scalable and user-friendly tool for companies challenging established players in the market.