Unit of competency Outline

Date retreived
22/07/2026 8:24 AM AWST

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Address customer needs

Address customer needs

Unit of competency
National Code
BSBCUS402A
State Code
D0654
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
24/09/2008
State Implementation and Classification
Approved Date
15/02/2013
Field of Education
080501 - Sales
Original Release Date
15/02/2013
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.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Assist customer to articulate needs
  • 1.1. Ensure customer needs are fully explored, understood and agreed
  • 1.2. Explain and match available services and products to customer needs
  • 1.3. Identify and communicate rights and responsibilities of customers to 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. Establish effective regular communication with 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 up-to-date 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 with organisational procedures
customers with routine or specific requests
in person, computer-based 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

fulfilment of external obligations
informed consent

giving customers full attention
handling sensitive and confidential issues
maintaining eye-contact (for face-to-face interactions), except where eye-contact 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 non-verbal communication e.g. body language, personal presentation (for face-to-face interactions)
using open and/or closed questions

procedural manuals
quality systems, standards and guidelines

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 on-the-job 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, for example:

general administration units.

Replaces
State Code National Code Title Type
C6986 BSBCMN418A Address customer needs Unit of competency
Replaced By
State Code National Code Title Type
S8074 BSBCUS402B Address customer needs Unit of competency
State Code National Code Title Type
D668 CUV40311 Certificate IV in Design Qualification
W808 ICT40310 Certificate IV in Telecommunications Radio Communications Qualification