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Welcome to the Kardin Sales Process page. Depending
on your needs, there are several options for you to learn about and evaluate
Kardin products.
Step 1
- Determine your Initial Needs
If you are already familiar with Kardin products and are ready to make
a purchase, please print out our
Order Form,
and fax it to us at (707) 747-9798. Please do not e-mail us the
order form if you enter any credit card information.
If you are new to Kardin or would like additional information, then we
would like to hear from you. Please enter your information in our
Sales Contact Request form,
and we will have a sales representative contact you to discuss your needs.
Step 2
- User Qualification
Once we receive the information in your Sales Contact Request, we will
contact you and determine the next step. In most cases, we will
provide you with a temporary User ID and Password
that will give you access to the resources in the secure areas of this
website.
Step 3
- View Sample Reports
While you are waiting to hear from us, or if you are not ready to speak
with a salesperson, you are welcome to review our Sample Reports.
This will provide you with a good representation of the type and quality
of the reporting available in our products. All of our reports come
standard and are included at no additional cost. You will not need
a password to view the sample reports on this site.
Sample Budget Reports
Sample Consolidation Reports
Step 4
- View Product Demonstration Webinars
After you have been qualified and we provide you the User ID and Password,
a good next step is to view our Product Demonstration Webinars.
These are broken out into three sections and will give you an overview
of the functionality of our products in a short amount of time.
Step 5
- Begin Product Evaluation
At this stage, you may want to begin a 30-day trial of our software.
Using the provided User ID and Password, you will be able to access the
Software Installation and Driver files
in our Customer Portal.
After you have installed the Kardin products you are evaluating, you will
need to provide us the User Code generated by the software.
We can provide you with an Unlock Code that will activate
the product for 30 days. During that time, you will have access
to all of the functionality and reporting capabilities of our products,
with two exceptions. Any reports generated will have an "Evaluation
Copy" banner at the top, and the data export features will be disabled.
Step 6
- Determine your Product Evaluation Strategy
Once you have installed and activated our products, you will need to determine
the best approach for reviewing its functionality. This can be accomplished
by asking a few simple questions:
Have you been provided a completed Budget or Consolidation file
to review? If the answer is YES,
then you are ready to review your files. Go to Step 7.
Would you like to use our sample files for your product evaluation?
If the answer is YES, then you should go to the
Customer Portal and download
the files you need. Once you have done that, you are ready to go
to Step 7.
Will you be setting up a Budget file from scratch?
If the answer is YES, then there are several options.
Depending on the resources available to you, there may be several ways
to save time during the setup process. The following questions can
help clarify these options.
Has someone already created a Kardin file with the Chart of Accounts
you will be using? If you can access a Kardin file with
the COA setup, then you can simply begin a new Budget or Reforecast file
and import the existing COA. This can save you some time and ensure
consistency between files.
Are the Kardin Output Reports already installed on your Accounting
System? We can provide you with a set of pre-written export
reports to extract key data from your current accounting system.
This includes the Chart of Accounts, Account Categories, Suites, Tenants,
Rents, Historical Financials, and Budget and Reforecast data. Many
companies already have these reports installed, and you may be surprised
to find this resource is already available to you.
Do you have a Budget or Reforecast created in Excel that you want
to re-create in Kardin? Many new users will begin the process
by extracting data from their current Excel based budget when they start
using Kardin. Depending on our internal resources at the time, we
may be able to help you get your data setup in Kardin and get a jump start
on the evaluation process.
Step 7
- Explore the Self-Guided Training Resources in our Customer Portal
We have created a comprehensive on-line training program that we make
available to our registered users as part of the annual maintenance
package. During your product evaluation, you will also have access to
these resources. Please take some time to explore the Webinars,
Implementation Checklists, and other documents, as they will help you
understand the features and functionality in our products.
Step 8
- Let us know what you think
At any time during your evaluation, or when your 30-day trial has expired,
please let us know if you have any questions or need any assistance.
We take pride in the fact that our products set the standard for commercial
real-estate budgeting and forecasting. We would not be able to achieve
this without the industry experience and knowledge that we have in our
staff. At Kardin, our primary goal has always been our customers
success.
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