Gestão de relacionamento com os clientes em um ambiente automatizado: estudo de caso em um escritório de contabilidade

Abstract

Understanding the customers´ needs has become mandatory to survive in a globalized and highly competitive market. Therefore, the concept of customer relationship management is essential for companies. Nowadays, organizations seek resources to attract, retain and develop customers. In this sense, the accounting offices are investing in methods of interaction with customers. A different way is to use technological solutions. Thus, this study aims to examine the strategies used by an automated accounting office to manage the relationship with their customers. Furthermore, the specific objective was to suggest strategies that can be applied in accounting offices. The study is classified as an applied and exploratory research. For data collection, a case study was conducted by a semi-structured interview with a businessman in an accounting office. The research found that the use of technological tools provides easy access to the office, quickly in business and decision process of clients. The suggestions of strategies listed in study allow to improve the interaction channels of accounting offices, encourage the use of technological solutions and facilitate the companies decisions through financial reports.