Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Maintain records of customer interaction
   • Customer information is collected and checked with existing records
   • Records of customer interaction are kept up to date
   • Records of customer interaction maintained in accordance with organisation procedures and relevant legislation
2. Provide ongoing customer service
   • Previous interactions with customers are reviewed
   • Steps are taken to determine customer satisfaction with the product and/or service provided
   • Any problems are resolved or referred to relevant personnel
   • Areas where problems occur are recorded and information provided to management
3. Maintain regular communication with customers
   • Communication is based on information about customer needs
   • Effective regular communication is established with customers
   • Level of communication is appropriate to customer's requirements
4. Offer additional benefits to customers
   • Additional benefits are offered to customers based on analysis of customer records
   • Opportunities for relationship marketing, cross-product or service marketing, or additional product or service marketing opportunities are identified and acted upon or advised to relevant persons
   • Responses to customer requests are designed to maximise customer satisfaction

Required Skills

Required skills

highly developed communication skills to determine and confirm information using questioning and active listening as required written and verbal communication including receiving feedback liaise with others share information listen and understand use language and concepts appropriate to cultural differences numeracy and IT skills to access and update records electronically use internet information literacy skills to read and interpret documentation from a variety of sources and record and consolidate relevant related information effective interpersonal skills organisation skills including the ability to plan and sequence work analytical skills negotiation skills networking skills

Required knowledge

industry and organisation codes of practice policy and operating procedures current knowledge of organisations products and services databases and computer systems relevant legislation marketing and sales techniques

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit	Evidence of the ability to retain and enhance customer relationships through a range of organisation and interpersonal techniques knowledge and skill consider and adapt to any special needs of customers including cultural language race religion ethnic origin socioeconomic status and demographic needs
Context of and specific resources for assessment	Assessment must ensure competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment access to and the use of a range of common office equipment technology software and consumables access to organisation records access to organisation policies and procedures
Method of assessment	A range of assessment methods should be used to assess practical skills and knowledge The following examples in combination are appropriate for this unit evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency observing processes and procedures in workplaces verbal or written questioning on underpinning knowledge and skills evaluating samples of work accessing and validating third party reports setting and reviewing workplace projects and business simulations or scenarios
Guidance information for assessment

---

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Organisation procedures and relevant legislation may include:	anti-discrimination legislation Consumer Credit Code customer charter industry codes of practice Privacy Act.
Steps taken to determine customer satisfaction may include:	customer mail questionnaire follow-up phone calls phone questionnaire or survey.

---