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Evidence Guide: FNSSAM301 - Identify opportunities for cross-selling products and services

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

FNSSAM301 - Identify opportunities for cross-selling products and services

What evidence can you provide to prove your understanding of each of the following citeria?

Identify opportunities for cross-selling of products and services

  1. Use range of communication and interpersonal skills to respond to enquiry, identify customer needs and establish relationship with customer
  2. Identify further opportunities for providing customer with additional products or services based on understanding of customer needs, and access further information about identified products and services if required
Use range of communication and interpersonal skills to respond to enquiry, identify customer needs and establish relationship with customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify further opportunities for providing customer with additional products or services based on understanding of customer needs, and access further information about identified products and services if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Promote sales of products and services

  1. Explain benefits and features of additional products or services to customer clearly and accurately
  2. Match organisation’s products or services to assessed customer needs and offer number of options
  3. Check compliance with relevant legislation, regulations and industry codes of practice for all options developed
Explain benefits and features of additional products or services to customer clearly and accurately

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Match organisation’s products or services to assessed customer needs and offer number of options

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check compliance with relevant legislation, regulations and industry codes of practice for all options developed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Refer sales or service to appropriate area

  1. Prepare documentation for processing when decision has been reached on sale of product or service to be provided
  2. Inform customer of reasons why referral to other personnel is required if this needs to occur
Prepare documentation for processing when decision has been reached on sale of product or service to be provided

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform customer of reasons why referral to other personnel is required if this needs to occur

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify opportunities for cross-selling of products and services

1.1 Use range of communication and interpersonal skills to respond to enquiry, identify customer needs and establish relationship with customer

1.2 Identify further opportunities for providing customer with additional products or services based on understanding of customer needs, and access further information about identified products and services if required

2. Promote sales of products and services

2.1 Explain benefits and features of additional products or services to customer clearly and accurately

2.2 Match organisation’s products or services to assessed customer needs and offer number of options

2.3 Check compliance with relevant legislation, regulations and industry codes of practice for all options developed

3. Refer sales or service to appropriate area

3.1 Prepare documentation for processing when decision has been reached on sale of product or service to be provided

3.2 Inform customer of reasons why referral to other personnel is required if this needs to occur

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify opportunities for cross-selling of products and services

1.1 Use range of communication and interpersonal skills to respond to enquiry, identify customer needs and establish relationship with customer

1.2 Identify further opportunities for providing customer with additional products or services based on understanding of customer needs, and access further information about identified products and services if required

2. Promote sales of products and services

2.1 Explain benefits and features of additional products or services to customer clearly and accurately

2.2 Match organisation’s products or services to assessed customer needs and offer number of options

2.3 Check compliance with relevant legislation, regulations and industry codes of practice for all options developed

3. Refer sales or service to appropriate area

3.1 Prepare documentation for processing when decision has been reached on sale of product or service to be provided

3.2 Inform customer of reasons why referral to other personnel is required if this needs to occur