The monthly report pack
A finance team needs several reports combined and delivered on schedule.
ChristianSteven Partner Program
Help clients spend less time preparing and sending reports. Bring us a reporting project or help your client through the sale, with commission and support from people who know reporting.
✓ Build on your Microsoft, Tableau or business-software expertise.
✓ Refer an opportunity or manage the sales process.
✓ Work with a partner team that understands reporting.
Working together
We're pleased to work with these software and technology businesses.
Where you can add value
Reporting automation can complement your implementation, integration and ongoing support services. Look for requests like these.
A finance team needs several reports combined and delivered on schedule.
A BI project is complete. The client now needs different report versions sent to each customer.
A business application or portal needs to request reports and deliver them to users.
Who we work with
We welcome businesses that understand a customer's reporting needs or reach a relevant business audience.
Build on your Power BI, SSRS, Tableau or Crystal Reports expertise.
Add reporting automation to ERP and business-application projects.
Identify reporting work within the businesses you already support.
Introduce suitable software to readers who need reporting automation.
Partner earnings
Make an introduction and let us manage the sale, or take the lead yourself on an approved partner-led project.
Paid once per unique project after completed discovery and our verification of all qualification requirements, even if no sale follows.
Introduce a customer opportunity. Once accepted, we handle the demonstration, evaluation and sale.
On an approved partner-led sale, you handle qualification, customer communications, demonstrations, evaluation support, negotiation and closing.
Revenue share applies to eligible collected software fees for the initial 12 months under the Partner Program Agreement. The $300 qualification payment is additional; 15% and 40% do not stack. Eligibility, exclusions and payment terms apply.
Start with the platform your clients use. We'll help you choose the software for the work they need to get done.
Automate Power BI and SSRS exports, report packs and personalized distribution.
Schedule and distribute Tableau Cloud reports.
Schedule and distribute Crystal Reports.
Bring reports, dashboards and KPIs together in an on-premises portal.
Working with us
Bring your questions. We'll help you get to know the products and talk through your customer's reporting needs.
You can speak with our Partner Manager about the program or a customer project you have in mind.
Explore product capabilities and guide your clients through an evaluation.
Understand subscription pricing, commissions and how to register a customer project.
Getting started
Three steps to getting started.
Tell us about your business and the clients or audience you reach.
We'll get in touch to learn more about your work, answer your questions and discuss how we can work together.
When you're ready, share a customer's reporting needs through the partner portal. We'll help you plan the next steps.
For firms that want to manage the sale, the partner-led route recognizes the work you take on. Approval and the responsibilities for each opportunity are agreed under the program.
Handle qualification, communications and demonstrations.
Help with trial installation or IT guidance and routine evaluation questions.
Manage negotiation and closing. Earn 40% of eligible collected initial 12-month software fees on approved partner-led sales.
Think of one customer who spends too much time getting reports ready or sending them out. That is a useful place to begin.
Which platform do they use? What must be exported, personalized or delivered?
Work with our partner team on product fit and the appropriate sales route.
Help the customer evaluate a reporting workflow that matters to their business.
Getting started
Tell us about your business, the clients you serve and the reporting platforms you work with.
Share your business details and how you would introduce or lead reporting opportunities.
We'll learn about your business, answer your questions and explore how we can work together.
Use your partner resources and the appropriate opportunity registration form to get started.
A partnership built around useful work
A useful partner opportunity often begins with a familiar customer request.
A finance team needs several reports combined and delivered to the right people on schedule.
A BI consultancy has built the reports. The client now needs reliable exports and personalized distribution.
A software integrator needs to request reporting jobs from a business application or customer portal.
Keep building on the expertise your customers already value. We'll help you explore where reporting automation fits.
A few details about referrals, sales responsibilities and payment.
No. You can introduce a customer project and, once the referral is accepted, let us handle the demonstration, evaluation and sale. If you'd prefer to manage the sale yourself, talk with us about the approved partner-led route.
Payment follows completed discovery and ChristianSteven's verification of all qualification requirements in the Partner Program Agreement. It is paid once per unique customer project, even if no sale follows. Registration alone does not qualify.
The rate is 15% for a ChristianSteven-led sale or 40% for an approved partner-led sale, applied to eligible collected software fees for the initial 12 months under section 6 of the agreement. The rates do not stack. The $300 qualification payment is additional.
You manage qualification, customer communications, demonstrations, trial installation or IT guidance, routine evaluation support, negotiation and closing. Our partner team can walk you through these responsibilities and help you decide whether this route suits the way you work.
Share your customer's reporting needs using the lead or deal registration form in your partner portal. We'll review the project with you and agree the next steps.
Read the Partner Program Agreement for eligibility, eligible software fees, payment terms, exclusions and approved exceptions. For questions, email Helen, Partner Manager.
We'd love to hear how you help your clients or audience and what you'd like to build with us.