Elements and Performance Criteria
- Prepare for outbound engagement
- Identify engagement details and apply a clear understanding of organisational policies and procedures
- Obtain and study product and service details relating to customer engagement
- Study prepared engagement guides or scripts
- Locate sources of information that may be required to develop product or service expertise, or discuss requirements with team
- Develop proficiency with equipment and systems to effectively and efficiently manage engagement
- Clarify details as required with relevant manager
- Conduct outbound engagement
- Greet customer according to organisational protocol and in a manner that encompasses cultural diversity
- Use engagement guide efficiently to conduct the engagement
- Answer enquiries and negotiate with customers according to policy
- Escalate enquiries that cannot be satisfied immediately
- Conduct engagement closure according to policy
- Arrange provision of product or service
- Respond appropriately to customer requirements and identify relevant options
- Select appropriate product or service in consultation with customer
- Agree actions or orders with customer, giving consideration to maximising value and service delivery to customer
- Consider customer retention options that can be applied to engagement
- Use clear, simple and easy-to-understand language and ensure responses are comprehensive
- Manage customer engagement
- Record details of engagement according to policy
- Record and report difficulties not escalated that may present an opportunity for continuous improvement
- Adapt to requirements and expectations of various customers when working in an outsource environment and dealing with multiple customer bases
- Escalate enquiries or orders that cannot be satisfied immediately
- Supply follow-up information to customer as required and in a timely manner
- Observe relevant legislation, codes, regulations and standards throughout transaction