Unit of competency Outline
Date retreived
22/07/2026 11:20 PM AWST
22/07/2026 11:20 PM 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.
Build relationships with customers
Build relationships with customers
Unit of competency
National Code
SIRXSLS303
SIRXSLS303
State Code
WD984
WD984
TGA Status
Deleted
Deleted
DTWD Status
Deleted
Deleted
State Implementation and Classification
Approved Date
19/06/2014
Field of Education
080501 - Sales
Original Release Date
19/06/2014
Nominal Hours
35
Description
This unit describes the performance outcomes, skills and knowledge required to develop and maintain expert knowledge to provide accurate product information to customers, including post-sales support. It also covers communication, analysis and sales techniques to plan and implement sales presentations, build positive relationships with customers, and resolve customer complaints to ensure positive business outcomes.
Notes
Elements and Performance Criteria
1. Develop relationships with customers.
- 1.1.Establish rapport with customers and express genuine interest to clarify customer requirements and enhance outcomes.
- 1.2.Maintain professional ethics with the customer to promote store image and credibility.
- 1.3.Identify customer needs and preferences to maximise sales opportunities.
- 1.4.Maximise sales opportunities by use of add-on and complementary sales techniques.
- 1.5.Give customer space and time to evaluate purchase decision, while using time to maximum advantage for customer and store.
- 1.6.Use effective methods to close sales.
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.
- 2.3.Provide evaluation of product range, demonstrate features and benefits of products or services where appropriate, and make recommendations to the customer to maximise sales potential.
- 2.4.Maximise customer interest in product or service through price negotiation where applicable and offer payment and credit options according to store policy.
- 2.5.Calculate prices and discounts according to pricing determinants and store policy.
3. Provide post-sales support.
- 3.1.Provide evidence of ongoing support as sale is concluded.
- 3.2.Explain back-up service and reassure customer according to legislative requirements and store policy.
- 3.3.Provide customer with store or salesperson’s contact details to ensure customer follow-up according to store policy.
- 3.4.Enter customer and transaction details into customer database according to store policy.
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.
- 4.3.Access promotional materials where required and distribute to client group.
- 4.4.Select and prepare a range of products or services for presentation to reflect store image, demographics and merchandising plan.
5. Implement sales presentations.
- 5.1.Ensure sufficient numbers of adequately briefed support staff, where required, for presentation.
- 5.2.Apply communication skills to effectively create interest, focus attention, and encourage customer interaction with individuals or groups.
- 5.3.Demonstrate products or services to create a buying environment.
- 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.
6. Maintain and use 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.
- 6.3.Identify and follow up regular customers according to store marketing policy.
- 6.4.Use customer records to advise customers on products and services of possible interest.
- 6.5.Implement customer loyalty schemes where required according to store promotional activities.
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.
- 7.3.Develop customer’s confidence in the candidate and product or service to promote long-term trust and commitment to store.
- 7.4.Establish mutually acceptable resolution of complaint.
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 individual, accessibility of the item, and local industry and regional contexts) may also be included.
Customersmay include:
a single customer, couples, families or groups
customers with routine or special requests
internal and external contacts
new or repeat contacts
people from a range of social, cultural and ethnic backgrounds
people with varying physical and mental abilities.
Clarification of customer requirements may be achieved by:
active listening
appropriate questioning
empathy
observation
reassurance and confirmation.
Outcomesmay include:
credibility of store
customer commitment
customers’ trust
increased return customer base.
Maintaining professional ethics with the customer may include:
confirmed appraisals of products and services
honesty
positive statements.
Customer needs and preferences may include:
brand
customer physical needs
price
product characteristics
product type
size.
Sales techniques will include:
add-on and complementary products and services
selling up or down
suggestive selling
variety of methods of closing sales.
Legislative requirements may include:
environmental protection legislation
health and welfare law specific to local government, state and federal legislation
liquor laws
WHS
pricing procedures, including GST requirements
privacy laws
sale of second-hand goods
tobacco laws
Australian Consumer Law and fair trading Acts
transport, storage and handling of goods.
Store policy and procedures in regard to:
dealing with difficult customers
maintaining and using client records
promotional, marketing, discounting and reward programs
resolving customer complaints
selling products and services.
Backup service may include:
delivery specifications
financial products and services
installation
returns policies
technical support
warranties and guarantees.
Customer database may be:
computer-based
manual.
Product characteristicsmay include:
features and benefits
price range
supplier or manufacturer information
target group.
Promotional materials may include:
brochures
business cards
pamphlets
posters
promotional merchandise
vouchers.
Sales presentations may be:
at client site
in-house
verbal
visual.
Customer records may include:
anniversaries and special dates
details of items bought or returned
name and contact details
personal preferences
transaction records.
Customer loyalty schemes may include:
credit or discount facilities
customer clubs
customer reward schemes
special offers.
Customersmay include:
a single customer, couples, families or groups
customers with routine or special requests
internal and external contacts
new or repeat contacts
people from a range of social, cultural and ethnic backgrounds
people with varying physical and mental abilities.
Clarification of customer requirements may be achieved by:
active listening
appropriate questioning
empathy
observation
reassurance and confirmation.
Outcomesmay include:
credibility of store
customer commitment
customers’ trust
increased return customer base.
Maintaining professional ethics with the customer may include:
confirmed appraisals of products and services
honesty
positive statements.
Customer needs and preferences may include:
brand
customer physical needs
price
product characteristics
product type
size.
Sales techniques will include:
add-on and complementary products and services
selling up or down
suggestive selling
variety of methods of closing sales.
Legislative requirements may include:
environmental protection legislation
health and welfare law specific to local government, state and federal legislation
liquor laws
WHS
pricing procedures, including GST requirements
privacy laws
sale of second-hand goods
tobacco laws
Australian Consumer Law and fair trading Acts
transport, storage and handling of goods.
Store policy and procedures in regard to:
dealing with difficult customers
maintaining and using client records
promotional, marketing, discounting and reward programs
resolving customer complaints
selling products and services.
Backup service may include:
delivery specifications
financial products and services
installation
returns policies
technical support
warranties and guarantees.
Customer database may be:
computer-based
manual.
Product characteristicsmay include:
features and benefits
price range
supplier or manufacturer information
target group.
Promotional materials may include:
brochures
business cards
pamphlets
posters
promotional merchandise
vouchers.
Sales presentations may be:
at client site
in-house
verbal
visual.
Customer records may include:
anniversaries and special dates
details of items bought or returned
name and contact details
personal preferences
transaction records.
Customer loyalty schemes may include:
credit or discount facilities
customer clubs
customer reward schemes
special offers.
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.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
applies:
detailed knowledge of manufacturer and supplier supply, backup service and warranty information to enhance customer support
industry codes of practice, relevant legislation and statutory requirements in regard to selling products and services
store policies and procedures in regard to selling products and services, dealing with customers, planning and implementing sales presentations, and providing after-sales support
develops customer commitment to store and builds return customer base by establishing rapport and relationship with customer, maintaining professional ethics, and discerning customer buying motives, requirements and preferences
establishes, records and maintains customer records and details, maintaining customer confidentiality, ensuring secure storage of data, and using customer records to maximise customer interest and create a buying atmosphere
evaluates personal or team sales performance to maximise future sales
maximises sales opportunities by using effective selling techniques, applying detailed product knowledge, and using an appropriate sales approach to sell the benefits of products, overcome objections and close sales
plans, prepares and conducts sales presentations and briefs
supports staff where required, to create a buying environment and maximise sales performance
resolves customer complaints by acknowledging problems and supporting customer to produce positive outcomes and obtain mutually acceptable complaint resolution
uses effective questioning, listening and observation skills to determine customer requirements.
Context of and specific resources for assessment
Assessment must ensure access to:
a retail work environment
relevant sources of product information
relevant documentation, such as:
policy and procedures manuals
industry codes of practice and relevant legislation
WHS legislation and codes of practice
a range of customers with different requirements
an appropriate range of products and equipment
a customer database system.
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:
observation of the candidate in the workplace
customer feedback
written or verbal questioning to assess knowledge and understanding
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
applies:
detailed knowledge of manufacturer and supplier supply, backup service and warranty information to enhance customer support
industry codes of practice, relevant legislation and statutory requirements in regard to selling products and services
store policies and procedures in regard to selling products and services, dealing with customers, planning and implementing sales presentations, and providing after-sales support
develops customer commitment to store and builds return customer base by establishing rapport and relationship with customer, maintaining professional ethics, and discerning customer buying motives, requirements and preferences
establishes, records and maintains customer records and details, maintaining customer confidentiality, ensuring secure storage of data, and using customer records to maximise customer interest and create a buying atmosphere
evaluates personal or team sales performance to maximise future sales
maximises sales opportunities by using effective selling techniques, applying detailed product knowledge, and using an appropriate sales approach to sell the benefits of products, overcome objections and close sales
plans, prepares and conducts sales presentations and briefs
supports staff where required, to create a buying environment and maximise sales performance
resolves customer complaints by acknowledging problems and supporting customer to produce positive outcomes and obtain mutually acceptable complaint resolution
uses effective questioning, listening and observation skills to determine customer requirements.
Context of and specific resources for assessment
Assessment must ensure access to:
a retail work environment
relevant sources of product information
relevant documentation, such as:
policy and procedures manuals
industry codes of practice and relevant legislation
WHS legislation and codes of practice
a range of customers with different requirements
an appropriate range of products and equipment
a customer database system.
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:
observation of the candidate in the workplace
customer feedback
written or verbal questioning to assess knowledge and understanding
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
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 |
|---|---|---|---|
| S6194 | SIRXSLS004A | Build relationships with customers | Unit of competency |