Modification History
Not applicable.
Unit Descriptor
Unit descriptor |
This unit describes the performance outcomes, skills and knowledge required to respond effectively to customer contact. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. |
Application of the Unit
Application of the unit |
This unit is applied in any customer contact environment where a variety of communication channels and technologies are used and calls are inbound and/or outbound. Competence in this unit requires responding to a wide range of customer enquiries and contacts over a variety of communication methods (telephone, email, letter, facsimile). Compliance with organisational, legislative and regulatory requirements is required, as is the ability to respond in a manner that meets both customer and business needs. This work is undertaken with some supervision and guidance. |
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Prerequisite units |
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Employability Skills Information
Employability skills |
This unit contains employability skills. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1. Prepare for customer contact |
1.1. Obtain and study product or service details relating to customer contact 1.2. Study prepared call /contact guides or scripts 1.3. Locate sources of information that may be required to develop product or service expertise 1.4. Develop a clear understanding of enterprise policies and procedures 1.5. Develop proficiency with equipment and systems to effectively and efficiently manage contact 1.6. Clarify any unclear details with relevant manager 1.7. Identify and use safe working methods |
2. Provide responsive and quality service in response to customer queries |
2.1. Greet customer in accordance with enterprise protocol 2.2. Respond in a manner to effectively encompass cultural diversity 2.3. Effectively establish and clarify customer needs 2.4. Satisfy customer needs promptly, efficiently and effectively to maximise customer satisfaction, and to minimise delays and the need to refer customer elsewhere 2.5. Respond to customer concerns in a positive manner and in line with enterprise policy for complaint resolution 2.6. Treat customer with respect and courtesy, and enhance and develop customer loyalty 2.7. Complete follow-up action effectively in accordance with the timeframes, business rules and practices, and in line with customer expectations |
3. Arrange provision of a product or service |
3.1. Respond appropriately to customer requirements and identify relevant options 3.2. Select appropriate product or service in consultation with customer 3.3. Agree actions or orders with customer giving consideration to maximising value and service delivery to customer 3.4. Consider any customer retention options that can be applied to the contact 3.5. Use clear, simple and easy to understand language and ensure responses are comprehensive |
4. Manage customer contact |
4.1. Record details of contact in accordance with policy 4.2. Record and report any difficulties not escalated but that may present an opportunity for continuous improvement 4.3. Adapt to the requirements and expectations of various customers when working in an outsource environment and dealing with multiple customer bases 4.4. Escalate inquiries or orders that cannot be satisfied immediately 4.5. Supply follow-up information to customer as required and in a timely manner 4.6. Observe relevant legislation , codes , regulations and standards throughout transaction |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
EVIDENCE GUIDE |
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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. |
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Overview of assessment |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the following is essential:
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Context of and specific resources for assessment |
Assessment must ensure:
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Method of assessment |
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
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Guidance information for assessment |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
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Range Statement
RANGE STATEMENT |
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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. |
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Customer contact may include: |
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Call /contact guides or scripts may relate to: |
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Sources of information may include: |
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Enterprise policies and procedures may include: |
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Equipment and systems may include: |
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Customer retention options may include: |
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Outsource environment may include: |
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Relevant legislation , codes , regulations and standards may include: |
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To respond appropriately participants may be required to: |
record details in enterprise system/s discuss, agree and record supply arrangements with customer discuss and agree on payment options with customer conduct a credit check |
Unit Sector(s)
Unit sector |
Competency field
Competency field |
Stakeholder Relations - Contact Centre Operations |
Co-requisite units
Co-requisite units |
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