1. Richweb is asked this question a lot. Here is a short answer:

A Referral Trak PA job would be expected to consume 15 to 30% of a work week at a community bank with less than 100 employees. At a larger community bank this figure will increase of course. If you have a person in chare of training effective coordination between the PA and the training resource to present a consistent message will prevent either resource from being over-run with re-work.

2. Here is a more detailed answer which explores the benefits of a PA that can be a strong advocate for the development and maintenance of a thriving organization-wide sales culture:

The ideal PA will be able to communicate the organization's strategic vision for using Referral Trak to improve its internal sales culture as part of an ongoing training effort as well as have the data analysis skills to detect problems with the implementation and chart out corrective action. Ongoing training and report "spot checking" on the part of a PA will help ensure that new employees are merged into this new culture and that existing employees maintain these new learned behaviors when they are no longer "new". This behavioral maintenance requires savvy leadership to get the employees to understand the system works for their benefit as well as for the organizations's benefit. If employees are only making referrals to fill a quota then when emphasis in the organization shifts elsewhere the referrals will dry up. Another aspect of leading a successful internal sales culture development effort with Referral Trak is the day to day data management. When mistakes are made (data entry, or configuration, incentive payments, etc) employees need to have the ability to get those issues fixed correctly and quickly, otherwise they will lose confidence in a system that is not generating incentives for these new behaviors. Maintaining the credibility of the month end reports is not a task only for the 29th and 30th of each month. Again, spot checking for correct data entry and data update behaviors as well as correcting mistakes and educating about proper use of Referral Trak throughout the month ensures that the system is always ready to produce the reports that show its value. © 2008 Richweb.com All Rights Reserved