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Elements and Performance Criteria

  1. Establish rapport with customers.
  2. Apply expert knowledge.
  3. Provide post sales support.
  4. Plan sales presentations.
  5. Implement sales presentation.
  6. Maintain and utilise a customer database.
  7. Deal with difficult customers.

Required Skills

This section describes the essential skills and knowledge and their level required for this unit

The following skills must be assessed as part of this unit

selling techniques including

opening and closing techniques

identifying buying signals

strategies to focus customer on specific merchandise

addons and complementary sales

overcoming customer objections

presentation skills

conflict resolution

verbal and nonverbal interpersonal communication

accessing relevant product information

literacy and numeracy skills in regard to

reading and understanding product information

reading and understanding store policies and procedures

recording client and sales information

calculating prices and discounts

The following knowledge must be assessed as part of this unit

store policies and procedures in regard to

establishing maintaining and utilising customer records

updating and maintaining customer mailing lists

methods of maintaining customer confidentiality and secure storage of customer details

pricing including GST requirements

price negotiation and payment and credit options

resolving customer complaints

store and area merchandise and service range

relevant legislation and statutory requirements

relevant industry codes of practice

OHS requirements such as

manual handling

plant and equipment

hazardous substances and dangerous goods

workers compensation

customer types and needs including

customer buying motives customer behaviour and cues

individual and cultural differences demographics lifestyle and income

types of customer needs eg functional psychological

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria Required Skills and Knowledge the Range Statement and the Assessment Guidelines for this Training Package

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

consistently applies store policies and procedures in regard to selling products and services dealing with customers planning and implementing sales presentations and providing after sales support

consistently applies industry codes of practice relevant legislation and statutory requirements in regard to selling products and services

consistently develops customer commitment to store and builds return customer base by establishing rapport and relationship with customer maintaining professional ethics and accurately discerning customer buying motives and customer needs and requirements

consistently maximises sales opportunities by using effective selling techniques applying detailed product knowledge and using an appropriate sales approach to sell the benefits of products overcome objections and close sales

consistently and accurately applies detailed knowledge of manufacturer and supplier supply backup service and warranty information to enhance customer support

consistently uses effective questioning listening and observation skills to accurately determine customer requirements

consistently and effectively plans prepares and conducts sales presentations and briefs support staff where required to create a buying environment and maximise sales performance

consistently evaluates personal and or team sales performance to maximise future sales

consistently and accurately establishes records and maintains customer records and details maintains customer confidentiality ensures secure storage of data and uses customer records to maximise customer interest and create a buying atmosphere

consistently resolves customer complaints by acknowledging problems and supporting customer to produce positive outcomes and obtain mutually acceptable complaint resolution

Context of and specific resources for assessment

Assessment must ensure access to

a retail work environment

relevant sources of product information

relevant documentation such as

policy and procedures manuals

industry codes of practice and relevant legislation

OHS legislation and codes of practice

a range of customers with different requirements

an appropriate range of products and equipment

a customer database system

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

observation of the candidate in the workplace

thirdparty reports from a supervisor

customer feedback

written or verbal questioning to assess knowledge and understanding

review of portfolios of evidence and thirdparty workplace reports of onthejob performance

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors How these skills are applied varies between occupations and qualifications due to the different work functions and contexts

Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification


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 in the performance criteria is detailed below.

Customers may include:

new or repeat contacts

external and internal contacts

customers with routine or special requests

people from a range of social, cultural and ethnic backgrounds and with varying physical and mental abilities

a single customer, couples, families or groups.

Customer needs and requirements may be clarified through:

observation

appropriate questioning

active listening

empathy

reassurance and confirmation.

Maintaining professional ethics with the customer may include:

honesty

positive statements

confirmed appraisals of products and services.

Customer needs and preferences may include:

product type

brand

size

product characteristics

customer physical needs

price.

Sales techniques will include:

add-on and complementary products and services

selling up or down

suggestive selling

variety of methods of closing sales.

Legislative requirements may include:

Trade Practices and Fair Trading Acts

environmental protection legislation

OHS

transport, storage and handling of goods

pricing procedures, including GST requirements

privacy laws

liquor laws

tobacco laws

sale of second-hand goods

health and welfare law specific to local government, state and federal legislation.

Store policy and procedures in regard to:

selling products and services

maintaining and utilising client records

promotional, marketing, discounting and reward programs

dealing with difficult customers

resolving customer complaints.

Back-up service may include:

delivery specifications

warranties and guarantees

returns policies

technical support

installation

financial products and services.

Customer database may be:

manual

computer-based.

Product characteristics may include:

features and benefits

price range

supplier or manufacturer information

target group.

Promotional materials may include:

brochures

pamphlets

posters

promotional merchandise

business cards

vouchers.

Sales presentations may be:

in-house

at client site

visual

verbal.

Customer records may include:

name and contact details

transaction records

personal preferences

anniversaries and special dates

details of items bought or returned.

Customer loyalty schemes may include:

customer clubs

customer reward schemes

credit or discount facilities

special offers.

Difficult customers may include:

aggressive

assertive

passive

fussy

demanding

rude

exasperated

arrogant.