The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Identify customer needs
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Question customers in detail to determine requirements Completed |
Evidence:
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Verify and agree actual customer needs with the customer Completed |
Evidence:
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Access customer records in the case of an existing client Completed |
Evidence:
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Technical/specialist advice is offered to the customers where such advice is considered beneficial to the closing of the sale and customer understanding and decision making Completed |
Evidence:
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Identify the customer's financial limitations Completed |
Evidence:
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Discuss estimates and quotes with specialist staff prior to submission to customer fully Completed |
Evidence:
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Prepare, present and discuss estimates/quotes with the customer, as the role permits Completed |
Evidence:
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Explain the benefits of the various options fully Completed |
Evidence:
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Explain pricing structures to the customer fully Completed |
Evidence:
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Give customers the opportunity to question options/quotes provided Completed |
Evidence:
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Promote the advantages of dealing with the enterprise Completed |
Evidence:
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Manage customer objections effectively by promotion of specific benefits Completed |
Evidence:
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Close sales
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Agree on the product/service to be purchased with the customer Completed |
Evidence:
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Establish the customer's preferred purchase arrangements clearly Completed |
Evidence:
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Finalise documentation relating to sale and forwarded to customer for agreement and signature Completed |
Evidence:
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Negotiate and arrange the method of payment with the customer Completed |
Evidence:
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Conduct appropriate credit checks Completed |
Evidence:
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Record delivery/installation arrangements as agreed with the customer Completed |
Evidence:
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Privacy requirements are fully applied during the transaction Completed |
Evidence:
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Input sales records
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Record details of sale fully Completed |
Evidence:
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Amend existing customer records where appropriate Completed |
Evidence:
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Initiate invoices in accordance with enterprise policy Completed |
Evidence:
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Organise delivery/installation in accordance with enterprise policy Completed |
Evidence:
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Provide sales support where required
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Verify of customer satisfaction after delivery/installation Completed |
Evidence:
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Identify additional action to satisfy customer need Completed |
Evidence:
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Initiate action in an efficient and timely manner Completed |
Evidence:
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