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Case Study

Standardizing and Automating Pricing Drove 30% Profit Growth

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How a Global Financial Enterprise Transformed Its Pricing Process and Freed Up Sales Capacity

A multi-billion-dollar financial institution was leaking margin, stalling revenue, and overburdening its sales team. Quoting was slow, inconsistent, and entirely manual—consuming thousands of hours per year that could have been spent selling.

Toylark Solutions led a full-scale Configure–Price–Quote (CPQ) transformation to turn quoting into a competitive advantage.

The Challenge

  • Legacy systems lacked pricing intelligence and integration
  • Sales teams spent excessive time assembling and chasing approvals
  • Discounting was inconsistent, causing deal profitability to erode
  • Quotes took multiple weeks to deliver, frustrating customers and delaying bookings

The Solution

  • Automated Pricing Hub: Integrated pricing, CRM, and project planning into one intelligent backbone
  • Governed Discounting: Introduced pricing guardrails and margin visibility to rein in leakage
  • Time Reclaimed: Streamlined quote workflows freed up thousands of hours—equivalent to dozens of full-time sellers
  • Compliance-Ready Architecture: Built on enterprise-grade, secure infrastructure with risk partner alignment

The Outcome

  • Quote delivery time reduced by over 90%—from weeks to hours
  • Improved deal margins across the board, thanks to tighter discount discipline
  • Dramatic increase in sales efficiency: Reduced internal quote time, enabling faster responses and more client-facing activity
  • Eliminated systemic billing leakage, unlocking tens of millions in annual savings
  • Faster revenue realization: Automated quoting accelerated deal cycle velocity and improved forecasting accuracy

With no increase in headcount, the company reclaimed sales capacity, improved pricing integrity, and accelerated its path to growth.

See How Much Quoting Time You Could Save

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