As an agent, it is your responsibility to establish a positive relationship with customers, and to provide a friendly service. In this unit you will learn how to:
35 hours.
None.
| Element 1 - Receive an inquiry
from the customer. |
Activity |
| Standard phrases are used to acknowledge
the customer where applicable and in accordance with enterprise policy.
|
Taking a call |
| An attentive and helpful manner is
used in dealings with customers. |
Taking a call |
| Element 2 - Make initial
contact with the customer. |
|
| Introductions are made using standard
phrases where applicable. |
Making contact |
| Customer's availability to continue
with contact is assessed. |
Making contact |
| Element 3 - Establish a relationship
with the customer. |
|
| Customer identity and details are
established and confirmed with customer records if appropriate. |
Inbound calls |
| Active listening, responding and
empathy are applied to establish and maintain rapport with the customer. |
Establishing customer
needs |
| Element 4 - Determine customer
requirements. |
|
| Active listening, questioning, responding
and empathy are applied to determine the customer's requirements.
|
Establishing customer
needs |
| The customer's needs are ascertained
to gain their agreement to a particular course of action. |
Establishing customer
needs |
| Appropriate referral or hand-off
procedures are implemented as required. |
Refer, transfer &
escalate |
| Progress made on customer request/inquiry
is communicated fully to staff member delegated to progress the issue. |
Refer, transfer &
escalate |
| Element 5 - Respond to customer
requests in a timely and effective manner. |
|
| Inquiries and requests are responded to promptly and
accurately in accordance with enterprise policy. |
Inbound calls |
| The customer request is discussed in an articulate,
easy to understand manner without the use of jargon or acronyms. |
Talking the talk |
| Appropriate options are identified and recommended
within enterprise constraints, to satisfy the customer's need. |
Matching product to person |
| Opportunities to promote company products and services
are taken to meet the customer's request/needs as appropriate. |
Matching product to person |
| A commitment, most appropriate to meeting the customer's
needs, is discussed and agreed with the customer. |
Matching product to person |
| Sources of additional or more detailed information
are accessed as appropriate to meet the customer's request/needs.
|
Keeping customers informed |
| Service and products are provided to the customer as
agreed and within business unit constraints. |
Taking orders |
| The customer is kept informed of progress. |
Keeping customers informed |
| The customer is provided with clear explanations regarding
any delay or inability to meet commitments and satisfy their request/needs.
|
Matching product to person |
| Customer satisfaction is checked by summarising information
and confirming that objectives have been met. |
Coming to a close |
| Further assistance, with a commitment to service, is
offered to the customer before closing. |
Coming to a close |
| The standard phrase is used to close the call if applicable.
|
Coming to a close |
| Work is undertaken in manner which is safe to self
and to fellow workers. |
Occupational safety & health |