Guide to Quick Success Using the Back Room Technician

Transcription

1 Using the Back Room Technician July 2011

2 Thank you for joining the Back Room Technician (BRT) family of tens of thousands of members. We have put together this guide to help you get started. Wishing you continued success! Ron Smith Director of Product Management Advisys Incorporated support sales

3 Table of Contents Sign In... 1 Sign into Your BRT Account... 1 Add a BRT Shortcut to Your Desktop... 1 To Add BRT to Your Favorites... 2 Set-Up... 2 Company Information... 2 Global Assumptions for the Needs Analysis... 2 Presentation Defaults... 2 Completing Disclaimers and Disclosures... 2 Using BRT... 2 Find Reports... 2 Using the Needs Analysis Calculator... 3 Print a Single Report... 3 Presentation... 3 Save the Client Data... 4 Create a Template (Preset Presentation)... 4 Help and Training Are Available In Many Ways... 4 iii

4 Sign In Sign into Your BRT Account Type into your browser s search/address field. On BRT s home page, click on the orange SIGN IN button in the upper right-hand corner. Enter your user name and password (your user name is your address). Note: if you forget your password, click on the I forgot my password link and your password reset instructions will be ed to you. Add a BRT Shortcut to Your Desktop Type into your browser s search/address field. On BRT s home page, click on the orange SIGN IN button in the upper right-hand corner. Click File on your browser tool bar (if using Internet Explorer). Choose Send, and then select Shortcut to Desktop. The shortcut with the BRT logo will be placed on your desktop; double click on it to open the sign-in screen. 1

5 To Add BRT to Your Favorites From BRT s sign-in page, click Favorites on your browser tool bar. Click Add to Favorites. Click Add. BRT is now in your favorites; click on it to open the sign-in screen. Set-Up Company Information This is the information that will appear on the title page of your presentation. Click on the Tools menu in the upper left-hand corner and select Company Information. Fill in the information about you and your company. Click Save at the bottom of the page before closing. Global Assumptions for the Needs Analysis These are the default assumptions for the needs analysis modules. These defaults can be overridden for specific clients. Click on the Tools menu and select Global Assumptions. Fill in the information for your business needs. Click Save at the bottom of the page before closing. Presentation Defaults These set the default layouts including page headers, footers, page numbering, and a table of contents. Click on the Tools menu and select Presentation Defaults. Select the items that match your business style. Click Save at the bottom of the page before closing. Completing Disclaimers and Disclosures These are reports that are specific to your company and business practices. Click on the Tools menu and select Edit Disclaimer. Modify as necessary. Click on the Tools menu and select Edit Disclosure. Modify as necessary. Using BRT Find Reports The Search function will allow you to find reports in BRT two different ways: keyword or words search, or by report category. 2

6 Keyword or Words Search Type a keyword or words, search titles only, or search the body of reports by un-checking the Search Titles Only box. Click on the Search tab in the bottom left of the screen. Report Category Using the tabs in the upper left of the screen, you can find reports based on the type of report. Needs Analysis: All of the needs analysis reports as well as the fact finder for each module Subject: All reports Process: Basic reports that are appropriate for each stage of the sales cycle Life Event: Basic reports that are specific to common life events Calculators: All calculators used to motivate a client to action Using the Needs Analysis Click on the Analysis tab in the upper left of the screen. Select a module by clicking on the name. Click on the last report, the Fact Finder. Click on the Print icon to print the Fact Finder. Complete the paper Fact Finder with your client s information. Return to your BRT and click on the first needs analysis report and start to enter the data into the input screens (in the bottom left hand window of the screen). Once the data is complete, click Calculate to see your results. Note: You can later change data and click calculate to run what-if scenarios. Print a Single Report Select the report so it appears on the right side viewing pane. Print or save as a PDF by clicking the icon on the vertical toolbar. Presentation When you search and find a report to add to the presentation, check the box next to the reports. Once you have selected your reports (in any order) click on the Presentation tab and modify the order of the reports if necessary. Note: If an input screen is displayed, click on Close in order to access the Presentation Options. Complete presentation contents, client information, and title pages. Click on the Preview button. Click on Print or Save PDF. You can add additional reports to your presentation from any of the tabs. 3

7 Save the Client Data Click on Save Client on the left of the Vertical Toolbar. Complete the information in the dialogue box. Click on Save. Create a Template (Preset Presentation) Create the presentation you want, and then click on the Presentation tab. Click on the Save As Template button on the Presentation tab. Note: If you cannot see the Save As Template button at the bottom of the screen, close the input screen). Enter a template name. To use this template, go to the Template tab. Open the My Templates folder Check the box next to the template name to load the template into the Presentation tab Help and Training Are Available In Many Ways Within the BRT program under the Resources tab, you will find videos and webinars on best practices. Click on the Help icon on the left Vertical Toolbar within BRT. Contact us at from 7:30 AM - 4:30 PM PST, Monday through Friday. Online chat is available from the help menu or from the home page at Contact us by from the Help menu or from the home page at 4