Why 2026 is the window — and why Keystep and Orion together own it.
Payments depth, weak ERP context.
of deals stall at procurement because we can't speak to the full workflow.
ERP breadth, no native payments.
of deals lose to bundled competitors who deliver payments inside the workflow.
to referring partner on all closed deals
Year 1 pipeline target
One Keystep AE assigned per Orion pod, joining discovery calls within 24 hours of deal registration
lock on registered opportunities
Pipeline sourced in the first 6 months of the Vantage co-sell
Orion AE identifies payments need in discovery
Registers deal in Keystep partner portal
Keystep overlay joins call within 24 hours
Joint proposal delivered in 48 hours
| Metric | 90-day target | Measurement |
|---|---|---|
| Deals registered | 12 | Partner portal analytics |
| Joint pipeline created | $2.4M | Salesforce co-sell field |
| Closed-won deals | ≥ 1 | Signed contract with co-sell flag |
Risk: Orion direct team feels threatened by partner motion.
Mitigation: Deal-registration 90-day lock protects registering AE.
Risk: Bundled vs. standalone pricing creates deal friction.
Mitigation: Joint pricing one-pager ready day 1.
Risk: Two-vendor motion slows cycle time.
Mitigation: Joint playbook with talk tracks ready day 1.
Two-page pilot agreement ready to review. Target start: August 1.