Unit of competency Outline

Date retreived
23/07/2026 12:10 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.

Provide sales solutions to customers

Provide sales solutions to customers

Unit of competency
National Code
BSBCUE304
State Code
AUH95
TGA Status
Replaced
DTWD Status
Transition (Replaced)
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
080501 - Sales
Original Release Date
15/09/2015
Nominal Hours
40
Description
This unit describes the skills and knowledge required to process sales enquiries requiring complex solutions, and to follow up to ensure customer satisfaction.It applies to individuals who apply a broad range of competencies in a varied work context, using some discretion and judgement and relevant theoretical knowledge, and who may provide technical advice and support to a team.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1 Identify customer needs
  • 1.1 Question customers in detail and listen actively to determine product and service requirements
  • 1.2 Verify and agree customer needs with customer
  • 1.3 Access existing customer records and offer technical and specialist advice to customer, where such advice is considered beneficial to closing of the sale and customer understanding and decision-making
  • 1.4 Identify customer’s financial limitations
  • 1.5 Discuss estimates and quotes with team and specialist staff if necessary, prior to submission to customer
2 Respond to customer needs
  • 2.1 Prepare, present and discuss estimates and quotes with customer, as role permits
  • 2.2 Fully explain benefits of various options and pricing structures to customer
  • 2.3 Give customer opportunity to question options and quotes provided
  • 2.4 Promote advantages of dealing with the organisation
  • 2.5 Manage customer objections effectively by promoting specific benefits
3 Close sales
  • 3.1 Agree on product or service to be purchased with customer
  • 3.2 Establish customer’s preferred purchase and payment arrangements
  • 3.3 Finalise documentation relating to sale and forward to customer for agreement and signature
  • 3.4 Negotiate and arrange payment method with customer
  • 3.5 Conduct appropriate credit checks
  • 3.6 Clearly record delivery/installation arrangements as agreed with customer
  • 3.7 Comply with relevant legislation, codes, regulations and standards during engagement and sale
4 Input sales records
  • 4.1 Fully record details of sale
  • 4.2 Amend existing customer records where appropriate
  • 4.3 Initiate invoices according to organisational policy
  • 4.4 Organise delivery/installation according to organisational policy
5 Provide sales support where required
  • 5.1 Verify customer satisfaction after delivery/installation
  • 5.2 Identify additional action to satisfy customer needs
  • 5.3 Initiate action in an efficient and timely manner
No information
No information
Replaces
State Code National Code Title Type
S8045 BSBCCO304C Provide sales solutions to customers Unit of competency
Replaced By
State Code National Code Title Type
OCF15 BSBOPS305 Process customer complaints Unit of competency