Unit of competency Outline

Date retreived
22/07/2026 5:26 AM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Address customer needs

Address customer needs

Unit of competency
National Code
BSBCUS402B
State Code
S8074
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
28/11/2011
State Implementation and Classification
Approved Date
24/10/2014
Field of Education
080501 - Sales
Original Release Date
24/10/2014
Nominal Hours
30
Description
This unit describes the performance outcomes, skills and knowledge required to manage the ongoing relationship with a customer, which includes assisting the customer to articulate their needs, meeting customer needs and managing networks to ensure customer needs are addressed. The customer relationship would typically involve direct interaction a number of times over an extended period.This unit is appropriate to workers who are expected to have detailed product knowledge in order to recommend customised solutions. They would be expected to apply organisational procedures and be aware of, and apply as appropriate, broader factors involving ethics, industry practice and relevant government policies and regulations.
Notes
Elements and Performance Criteria
1. Assist customer to articulate needs
  • 1.1 Ensurecustomerneeds are fully explored, understood and agreed
  • 1.2 Explain and match available services and products to customer needs
  • 1.3 Identify and communicaterights and responsibilities of customersto the customer as appropriate
2. Satisfy complex customer needs
  • 2.1 Explain possibilities for meeting customer needs
  • 2.2 Assist customers to evaluate service and/or product options to satisfy their needs
  • 2.3 Determine and prioritise preferred actions
  • 2.4 Identify potential areas of difficulty in customer service delivery and take appropriate actions in a positive manner
3. Manage networks to ensure customer needs are addressed
  • 3.1 Establisheffective regular communicationwith customers
  • 3.2 Establish, maintain and expand relevant networks to ensure appropriate referral of customers to products and services from within and outside the organisation
  • 3.3 Ensure procedures are in place to ensure that decisions about targeting of customer services are based on uptodate information about the customer, and the products and services available
  • 3.4 Ensure procedures are put in place to ensure that referrals are based on the matching of the assessment of customer needs and availability of products and services
  • 3.5 Maintain records of customer interaction in accordance withorganisational procedures
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.

Customersmay include:
customers with routine or specific requests
in person, computerbased and telephone customers
internal and external customers
people from a range of social, cultural or ethnic backgrounds
people who may be unwell, drug affected or emotionally distressed
people with varying physical and mental abilities
regular and new customers.
Rights and responsibilities of customersmay include:
fulfilment of external obligations
informed consent.
Effective regular communicationmay include:
giving customers full attention
handling sensitive and confidential issues
maintaining eyecontact (for facetoface interactions), except where eyecontact may be culturally inappropriate
speaking clearly and concisely
using active listening techniques
using appropriate language and tone of voice
using clearly written information/communication
using nonverbal communication e.g. body language, personal presentation (for facetoface interactions)
using open and/or closed questions.
Products and servicesmay include:
either products or services
goods
ideas
infrastructure
private or public sets of benefits.
Organisational proceduresmay include:
procedural manuals
quality systems, standards and guidelines.
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 following is essential:
assisting customers to articulate their needs
documenting processes used and customer satisfaction with the products/services offered
assisting customers to address their needs.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
examples of products/services and promotional strategies.
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:
direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate
review of documentation prioritising preferred actions
analysis of responses to case studies and scenarios
demonstration of techniques
observation of presentations
assessment of written reports
evaluation of communication established with customers
review of customer interaction records.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Replaces
State Code National Code Title Type
D0654 BSBCUS402A Address customer needs Unit of competency
Replaced By
State Code National Code Title Type
AUH55 BSBCUS402 Address customer needs Unit of competency
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