Modification History
Not applicable.
Unit Descriptor
Unit descriptor |
This unit describes the performance outcomes, skills and knowledge required to use advanced sales techniques in building relationships with customers and interacting with customers, applying expert product knowledge as it relates to customers, dealing with difficult customers, establishing and maintaining a customer database, and conducting sales presentations. |
Application of the Unit
Application of the unit |
This unit applies to senior sales personnel. It requires the development and maintenance of expert knowledge to provide accurate product information to customers, including post-sales support; and communication, analysis and sales techniques to plan and implement sales presentations, build positive relationships with customers, and resolve customer complaints. |
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Prerequisite units |
Nil |
Employability Skills Information
Employability skills |
The required outcomes described in this unit contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the required performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge and/or the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
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1 |
Establish rapport with customers. |
1.1 |
Establish rapport and relationship with customer and express a genuine interest in customer needs and requirements to enhance customer commitment, trust and credibility of store and to build return customer base. |
1.2 |
Maintain professional ethics with the customer to promote store image and credibility. |
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1.3 |
Accurately clarify customer needs and preferences to maximise sales opportunities. |
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1.4 |
Maximise sales opportunities by use of add-on and complementary sales techniques . |
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1.5 |
Give customer space and time to evaluate purchase decision, while using time to maximum advantage for customer and store. |
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1.6 |
Use effective methods to close sales. |
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2 |
Apply expert knowledge. |
2.1 |
Provide customer with accurate information regarding product and service appraisals, correct statements and warranties according to legislative requirements . |
2.2 |
Provide detailed knowledge of supplier or manufacturer information according to customer needs and commercial confidentiality guidelines. |
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2.3 |
Evaluate product range, accurately demonstrate features and benefits of products or services where appropriate and make recommendations to the customer to maximise sales potential. |
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2.4 |
Maximise customer interest in product or service through price negotiation where applicable and offer payment and credit options according to store policy . |
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2.5 |
Accurately calculate prices and discounts according to pricing determinants and store policy. |
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3 |
Provide post sales support. |
3.1 |
Accurately provide evidence of ongoing support as sale is concluded. |
3.2 |
Accurately explain back -up service and reassure customer according to legislative requirements and store policy. |
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3.3 |
Provide customer with store or salesperson's contact details to provide line of contact and customer followed up according to store policy. |
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3.4 |
Accurately enter customer and transaction details into customer database . |
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4 |
Plan sales presentations. |
4.1 |
Plan presentation to complement product characteristics . |
4.2 |
Select client group according to product characteristics and store merchandising policy. |
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4.3 |
Access promotional materials where required and distribute to client group. |
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4.4 |
Select and prepare a range of products or services for presentation to reflect store image, demographics and merchandising plan. |
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5 |
Implement sales presentation. |
5.1 |
Ensure sufficient numbers of adequately briefed support staff, where required for a presentation. |
5.2 |
Apply communication skills to effectively create interest, focus attention, and encourage customer interaction with individuals or groups. |
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5.3 |
Demonstrate products or services to create a buying environment. |
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5.4 |
Measure results of sales presentation according to predetermined criteria, review overall performance and results, and apply information to enhance future sales presentations according to store sales policy. |
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6 |
Maintain and utilise a customer database. |
6.1 |
Maintain customer confidentiality as required by store policy and legislative requirements. |
6.2 |
Develop and maintain accurate customer records and store securely according to store policy and procedures. |
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6.3 |
Accurately identify and follow up regular customers according to store marketing policy. |
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6.4 |
Accurately utilise customer records to advise customers on products and services of possible interest. |
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6.5 |
Implement customer loyalty schemes where required according to store promotional activities. |
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7 |
Deal with difficult customers. |
7.1 |
Acknowledge customer complaints and problems and reassuringly support difficult customers to produce positive outcome. |
7.2 |
Use questioning and active listening to encourage customer to verbalise issue and minimise customer frustration. |
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7.3 |
Develop customer's confidence in the candidate and product or service to promote long-term trust and commitment to store. |
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7.4 |
Establish mutually acceptable resolution of complaint. |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
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:
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The following knowledge must be assessed as part of this unit:
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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, the Range Statement and the Assessment Guidelines for this Training Package. |
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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 access to:
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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:
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
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 in the performance criteria is detailed below. |
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Customers may include: |
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Customer needs and requirements may be clarified through: |
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Maintaining professional ethics with the customer may include: |
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Customer needs and preferences may include: |
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Sales techniques will include: |
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Legislative requirements may include: |
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Store policy and procedures in regard to: |
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Back -up service may include: |
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Customer database may be: |
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Product characteristics may include: |
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Promotional materials may include: |
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Sales presentations may be: |
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Customer records may include: |
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Customer loyalty schemes may include: |
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Difficult customers may include: |
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Unit Sector(s)
Sector |
Cross-Sector |
Competency field
Competency field |
Sales |