Also promote service training for all employees and accountants to use the same strategy . And, to deliver that “something extra” to customers, provide support materials such as e-books and infographics with answers to the most common questions.
Read also: “ Enhance customer communication with 5 tips ”
4. Have empathy
During customer service training, encourage the development of different skills, such as empathy. This is the ability to understand the customer's feelings, concerns and needs in greater depth .
Highly empathetic people listen physicians email list openly to others and put themselves in their shoes. For this reason, they provide more humanized, close, and efficient services that increase customer loyalty in accounting.
5. Offer proactive support
Proactive service is service that anticipates customers' needs. That is, before they even speak up, the service provider suggests a solution or improvement.
In the case of an accounting firm, accountants can act as consultants and periodically contact representatives of the contracting companies to see if they have any questions or need assistance.
6. Use technology to your advantage
Use technology to ensure you don’t miss any dates for contact with your client. An accounting CRM is the ideal solution, as it centralizes all data and interactions with contractors and allows you to create reminders about upcoming activities.
CRM software — Customer Relationship Management — also helps you prospect and generate more conversions by providing a complete view of the entire sales funnel.
In the infographic below, you will discover the main advantages of using a CRM.
accounting office service
And, to better understand how this tool improves service in an accounting office, check out the article: “ Diferencial Contabilidade Case: how the office professionalized the sales sector with Agendor ”
7. Explore os feedbacks
Finally, but just as important as the other tips for good accounting service, explore the feedback given by contractors.