ChristianSteven Partner Program

Help Your Clients Automate Reporting.
Grow Your Business.

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.

Apply to Become a Partner
A reporting partner connects business expertise with clients and automated reporting.

Working together

Meet Some of Our Partners

We're pleased to work with these software and technology businesses.

Where you can add value

Turn Manual Reporting Work into a Service You Can Offer

Reporting automation can complement your implementation, integration and ongoing support services. Look for requests like these.

The monthly report pack

A finance team needs several reports combined and delivered on schedule.

The customer reporting handoff

A BI project is complete. The client now needs different report versions sent to each customer.

The application integration

A business application or portal needs to request reports and deliver them to users.

Who we work with

Do You Help Clients with Business Software or Reporting?

We welcome businesses that understand a customer's reporting needs or reach a relevant business audience.

Microsoft and BI consultants

Build on your Power BI, SSRS, Tableau or Crystal Reports expertise.

Resellers and integrators

Add reporting automation to ERP and business-application projects.

IT service providers

Identify reporting work within the businesses you already support.

Publishers and affiliates

Introduce suitable software to readers who need reporting automation.

Become a ChristianSteven partner →

Partner earnings

What You Can Earn

Make an introduction and let us manage the sale, or take the lead yourself on an approved partner-led project.

$300
Qualified customer project

Paid once per unique project after completed discovery and our verification of all qualification requirements, even if no sale follows.

15%
We manage the sale

Introduce a customer opportunity. Once accepted, we handle the demonstration, evaluation and sale.

40%
You manage the 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.

Software for the Reporting Platforms Your Clients Use

Start with the platform your clients use. We'll help you choose the software for the work they need to get done.

PBRS

Automate Power BI and SSRS exports, report packs and personalized distribution.

ATRS

Schedule and distribute Tableau Cloud reports.

CRD

Schedule and distribute Crystal Reports.

IntelliFront BI

Bring reports, dashboards and KPIs together in an on-premises portal.

A consultant and client work through a reporting software evaluation.

Working with us

Get Help with Your Customer's Reporting Project

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.

Product and evaluation guides

Explore product capabilities and guide your clients through an evaluation.

Pricing and program resources

Understand subscription pricing, commissions and how to register a customer project.

Getting started

Apply, Meet the Team and Bring Your First Project

Three steps to getting started.

Three connected stages of working together: application, conversation and customer project.
1

Apply on this page

Tell us about your business and the clients or audience you reach.

2

Talk it through

We'll get in touch to learn more about your work, answer your questions and discuss how we can work together.

3

Register a customer project

When you're ready, share a customer's reporting needs through the partner portal. We'll help you plan the next steps.

Lead the Opportunity from First Conversation to Close.

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.

✓

Guide the customer

Handle qualification, communications and demonstrations.

✓

Support the evaluation

Help with trial installation or IT guidance and routine evaluation questions.

✓

Bring the sale to a conclusion

Manage negotiation and closing. Earn 40% of eligible collected initial 12-month software fees on approved partner-led sales.

A partner works through a software evaluation with a client and completes the sales process.

Your First Opportunity Starts with a Conversation.

Think of one customer who spends too much time getting reports ready or sending them out. That is a useful place to begin.

✓

Identify the reporting problem

Which platform do they use? What must be exported, personalized or delivered?

✓

Discuss the right approach

Work with our partner team on product fit and the appropriate sales route.

✓

Agree a practical next step

Help the customer evaluate a reporting workflow that matters to their business.

Three connected steps represent identifying a project, discussing the approach and planning an evaluation.

Getting started

From Application to Your First Customer Project

Tell us about your business, the clients you serve and the reporting platforms you work with.

01 · Apply on this page

Share your business details and how you would introduce or lead reporting opportunities.

02 · Talk with our team

We'll learn about your business, answer your questions and explore how we can work together.

03 · Bring a customer project

Use your partner resources and the appropriate opportunity registration form to get started.

A partnership built around useful work

Start with the Reporting Problems You Already See

A useful partner opportunity often begins with a familiar customer request.

The monthly customer pack

A finance team needs several reports combined and delivered to the right people on schedule.

The reporting handoff

A BI consultancy has built the reports. The client now needs reliable exports and personalized distribution.

The application integration

A software integrator needs to request reporting jobs from a business application or customer portal.

Your Client Relationships.
A New Reporting Opportunity.

Keep building on the expertise your customers already value. We'll help you explore where reporting automation fits.

Before You Join

Your Questions, Answered

A few details about referrals, sales responsibilities and payment.

Do I have to manage the sale?

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.

What qualifies for the $300 payment?

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.

How are sales commissions calculated?

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.

What does a partner-led sale involve?

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.

How do I register a customer project?

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.

Where can I read the full terms?

Read the Partner Program Agreement for eligibility, eligible software fees, payment terms, exclusions and approved exceptions. For questions, email Helen, Partner Manager.

Let's work together

Apply to Become a Partner

We'd love to hear how you help your clients or audience and what you'd like to build with us.