Accounting services should not be limited to generating forms, sending statements and issuing certificates on time. To differentiate your business from the rest, it is essential to treat the client in the right way, which includes building a close and personalized relationship.
Key takeaways from this article
After acquiring accounting clients, it is essential to adopt strategies to retain them. And the service provided is one of the most important aspects in promoting retention.
To build customer loyalty in accounting through customer service, it is necessary to implement internal processes, have empathy and improve communication.
Keeping track of everything is also important. Download the “ How to organize customer service ” kit and learn about the mandatory materials.
Technology helps to centralize records, physicians email list remember contact deadlines and monitor the evolution of leads and prospects through the sales funnel. And the most recommended is an accounting CRM system .
Register your office with Agendor's CRM and test it for free.
According to the Federal Accounting Council , in August 2024, Brazil had 93,952 accounting organizations. In total, there are more than 384 thousand accountants and more than 144 thousand technical-level professionals. A lot of people, and a lot of competition, don't you agree?
With so many options for the same service, what makes a customer choose between one or the other? The service!
A survey by Hibou , a company specializing in market analysis and research, revealed that good customer service is responsible for 92% of decisions to purchase a product or hire a service .
Contrary to this scenario, 46% of those interviewed stated that they tell friends and colleagues when they were not served as they expected. In other words, they are creating negative publicity for the company!
This is certainly not the image you want for your business, is it? So, keep reading and check out seven tips for good customer service in an accounting office and the importance of providing satisfactory assistance to your clients.
How important is customer service in an accounting office?
Excellent customer service is important because it is one of the main ways to promote customer loyalty in accounting. It is through this contact and interaction that clients come to your office and stay.
The research we cited also showed that 42% of people maintain a relationship with a brand simply because they receive exceptional service.
Even though the provision of accounting services is a B2B commercial relationship , it is a person on the other side, not a company. What we want to say is that, in practice, it is contact between humans that generates hiring and good business, and not between two CNPJs.
This is why customer service in an accounting office is so important. Along with the delivery of punctual, accurate services, in compliance with laws and regulations, on time and at fair and competitive prices, it makes the business a true success!