Digital Transformation for Small Business

Finger pointing to digital map

Most people have at least heard the term Digital Transformation and there is a plethora of information about it on the internet, but many small business owners do not have the time to fully appreciate what it means to their business.

My wife and I want to have our house painted. We used an online service to solicit painters to provide estimates. We invited two of the painting companies that responded to provide a proposal for the job.

The representative from painting company A was very pleasant.  He spent quite a bit of time measuring the rooms and scribbling details onto a piece of paper. He was very thorough in his notes. He said it would take a few days for him to respond with a quote as he left.

The representative from painting company B was also very pleasant. As I pointed out what needed to be painted, he used his mobile phone and a voice-to-text app to take detailed notes. He used his online CRM to capture our contact information. I asked him about his CRM, and he proceeded to tell me how it has helped his business by automating many of the tasks that he used to do manually. It helped when the weather caused delays and projects had to be rearranged. It generates proposals and manages sales. It simplifies payment processing and will shortly include options for financing, which will surely help his business grow. He could not say enough about how his CRM helped transform his business. We received a proposal from him within hours of his visit. We are still waiting for a proposal from company A and I’m not sure we will get one. Looks like company B will get our business.

Company B has transformed how it does business using technology. There is a lot more to it of course, but in a nutshell, that is digital transformation.

Does this mean you need a CRM? In most cases yes, if you don’t have one. But more importantly, you need to identify your pain points and areas where technology can help your business. Prioritize what to focus on and then get started looking for and implementing solutions. This takes time and a degree of technical aptitude and since most business owners do not have a lot of free time, hiring a consultant to help is a great first step.

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Mark Tebault

Mark has more than 20 years of experience developing and implementing technology, creating learning programs, and developing and executing customer success strategies that create loyal customers and maximize revenue.


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