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Back Room Technician® — Sales Edition (BRT/SE)
"Everything You Need to Sell More Effectively"
| The Back Room Technician — Sales Edition is a fully-integrated, seamless program that does the work of
several sales support programs. With over 600 easy-to-understand reports, including high-resolution illustrations, diagrams, and graphs,
in addition to a number of powerful simple-input calculators, the BRT/SE has become the tool of choice for over 65,000 financial
planning professionals and many Fortune 100 financial services organizations. [see "Success Stories"] |
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The
Back Room Technician can be used throughout the sales process...
- Save
time and improve prospecting results with hundreds of today's most popular financial
topics to generate prospect interest, get appointments, and close sales.
- Quickly
establish credibility in appointments with pre-set template presentations, saving
you precious time and money.
- Create
needs analyses that focus on specific needs with minimal input requirements and
easy-to-understand, powerful output (available only for the Back Room Technician — Sales Edition.)
- Generate
more sales with professional-quality, compelling sales proposals, complete with
personalized title page, table of contents, and compliance-required disclosures and disclaimers.
- Use
information relevant to selected target markets, or for specific product
solutions, to stay in touch with clients and develop opportunities for cross-sales and getting referrals.
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Bottom Line... More Sales — Larger Sales — Less Time!
Back
Room Technician Features
- Proven Knowledge Base:
financial concept illustrations that provide
professional-quality, compelling presentations in minutes.
[see list of topics]
- Enhanced Interface:
places the most frequently used features right at your fingertips.
[see more]
- Powerful Search Engine:
the all new multiple search criteria helps you locate reports quickly and effortlessly.
[see more]
- Online Updates:
receive Advisys software updates across the Internet. Simply, connect to our online update report server straight
from your desktop.
[see more]
- Full Range of
Sales-Oriented Features and Functionality: work within a specific
market, work within the steps of the sales process, use pre-set templates, and much more.
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Single-Needs Analysis Sales Modules
The Back Room Technician — Sales Edition now adds true calculating power to the Back Room Technician.
The Back Room Technician — Sales Edition includes a series of single-needs analysis sales modules that focus
on specific client needs with minimal input and powerful output. [click here to view the BRT/SE preview website]
Other
Key Back Room Technician Features
- Work with Templates:
Based upon input from our most successful subscribers, many of the most frequently used reports have been
included in BRT/SE as templates. These "pre-set presentations" are ready to use "as is," or you can modify
them to meet your particular needs. You can even create your own templates.
[see more]
- Coordinate with the Sales Process:
For any step of the sales process - from approach to follow-up and review - you can quickly find reports that are
appropriate and have been proven effective for that part of the sales process.
[see more]
- Work within Markets:
An extremely valuable feature in the BRT/SE is the ability to quickly identify information that's relevant and
timely for specific target market groups.
Simply select a market segment and a number of suggested reports that are appropriate for that market segment
will appear. Another example of just how simple and fast BRT/SE is.
[see more]
- Report Search:
Locate reports by topic, by title or by using the key word search feature.
[see more]
- Presentation Builder:
Stylize your presentation with:
[see more]
- Personalized Title Page
- Table of Contents
- Disclosures and Disclaimers
- Choice of "Stationery" Graphics
- Input/Revise Data as you Build
- Extended Help:
A number of support tools are available to help answer questions about the Advisys Software:
[see more]
- Getting Started
- Comprehensive Help
- Tip of the Day
- Technical Support:
Contact our technical support team at 949.752.8613, Monday through Friday from 7:30 AM to 4:30 PM PST (except on
major holidays.) We also offer an online technical support, interactive knowledge base, online chat and 24 hour email
support.
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| Back Room Technician — Sales Edition Subscription Options |
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Edition
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