4948 version 4 Page 1 of 5 Provide support for telecommunications sales activities Level 4 Credits 4 Purpose This unit standard is for people who currently work, or intend to work, in jobs providing pre and post-sales support for the sales function. People assessed as competent in this unit standard are able to provide technical literature and propose solutions to customer requirements; process sales orders; and administer and coordinate delivery and installation details. Subfield Telecommunications Domain Telecommunications - Service Delivery Status Registered Status date 28 July 1995 Date version published 25 January 2008 Planned review date 31 December 2012 Entry information Open. Accreditation Evaluation of documentation and visit by NZQA and industry. Standard setting body (SSB) ElectroTechnology Industry Training Organisation Accreditation and Moderation Action Plan (AMAP) reference 0003 This AMAP can be accessed at http://www.nzqa.govt.nz/framework/search/index.do. Special notes None. New Zealand Qualifications Authority 2016 4948 version 4 Page 2 of 5 Elements and performance criteria Element 1 Provide pre-sales support for sales activities. Performance criteria 1.1 Pre-sales support is comprehensive and reliable, and is provided in timeframes to maximise advantage to the organisation. Range 1.2 Product information available to sales persons and customers is current, reliable, and comprehensive. Range 1.3 technical information – product specifications, capability, integration with other products. Sales presentation package is supported by graphics relevant to potential sale, is accurate and complete, and optimises success of sales opportunity. Range 1.6 current equipment, sites, rent or purchased, credit rating, management decision structure. Customer requirements for specific sales opportunity are identified, and technical information relevant to requirements is received by salesperson in agreed timeframe. Range 1.5 brochures, technical specifications, supply status, lead time. Customer profile is identified and is received by salesperson by agreed time. Range 1.4 product information, solutions, customer information, technical information, presentation material. presentation package – customer need, technical, cost-effective, aesthetic solution; graphics – wall charts, overhead transparencies. Documentation of pre-sales support is accurate and complete, is filed in the correct place, and is available to authorised persons within constraints of commercial confidentiality. Range authorised persons – managers, technical specialists, marketing. New Zealand Qualifications Authority 2016 4948 version 4 Page 3 of 5 Element 2 Develop solutions to meet customer requirements. Performance criteria 2.1 Range of solutions to meet customer requirements optimises use of organisation standard products, and is developed in compliance with organisation policy and procedures and within agreed timeframes. 2.2 Proposed solution to meet customer requirements is consistent with organisation profit margins, is accurate and complete, and is agreed by authorised persons within a specified timeframe. Range proposed solution – technology, costs, labour, lead times, risks, opportunities; authorised persons – management, specialists. 2.3 Agreed proposed solution to meet customer requirements is received by customer by agreed time. 2.4 Organisation of meetings between representatives of customer and organisation promotes and develops goodwill, and details of arrangements are received by relevant persons within agreed timeframes. Range 2.5 representatives – technical and/or financial specialists, CEO’s; arrangements – purpose, date, time place, agenda, briefing papers. Contract specifications are agreed with interested parties, and action to develop agreed solution is initiated in a timeframe which satisfies customer. Range interested parties – customer, relevant managers, specialists. 2.6 Contract document is agreed and signed by authorised representatives of the contracting organisations, is accurate and complete, filed in correct place, and available to authorised persons. 2.7 Documentation of development of solution to meet customer requirements is accurate and complete, is filed in the correct place, and is available to authorised persons. Range authorised persons – managers, sales, marketing, technical specialists. New Zealand Qualifications Authority 2016 4948 version 4 Page 4 of 5 Element 3 Provide post-sales support for sales activities. Performance criteria 3.1 Post-sales support is comprehensive and reliable, and is provided in timeframes to maximise advantage to the organisation. Range 3.2 Reports of variations from standard pricing for prescribed services comply with legislation, and are received by external authority within prescribed timeframe. Range 3.3 sales administration, draft contracts, coordination of delivery and installation. external authority – Commerce Commission. Equipment and services required to meet contract specifications are identified, ordered, billed to correct account and contracted for delivery, installation, and connection as specified and at agreed time. Range equipment and services – products, cables, fixings, modules, manuals, consumables, wiring, network connections, retail, wholesale; contracts – internal, external. 3.4 Delivery, installation, and connection of product are implemented within agreed timeframes, complies with work orders and contract specifications, and meet customer requirements. 3.5 Invoicing for product and associated costs identifies agreed method of payment, complies with contract, and is accurate and complete. Range method of payment – time payment; lease; associated costs – installation, maintenance, disbursements, GST. 3.6 Contingencies are identified and agreed action is implemented to optimise customer relationship. 3.7 Customer profile is current, accurate, and complete and available to authorised persons within constraints of commercial confidentiality. Range 3.8 relevant managers, authorised sales personnel. Opportunities to optimise sales support performance are identified and actioned promptly. New Zealand Qualifications Authority 2016 4948 version 4 Page 5 of 5 3.9 Documentation of sales and of post-sales activities is accurate and complete, filed in the correct place, and is available to authorised persons. Range sales – includes name of salesperson; authorised persons – managers, human resource personnel, marketing personnel. Please note Providers must be accredited by NZQA, or an inter-institutional body with delegated authority for quality assurance, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment. Industry Training Organisations must be accredited by NZQA before they can register credits from assessment against unit standards. Accredited providers and Industry Training Organisations assessing against unit standards must engage with the moderation system that applies to those standards. Accreditation requirements and an outline of the moderation system that applies to this standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The AMAP also includes useful information about special requirements for organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements. Comments on this unit standard Please contact the ElectroTechnology Industry Training Organisation reviewcomments@etito.co.nz if you wish to suggest changes to the content of this unit standard. New Zealand Qualifications Authority 2016