You’ve just registered a Crescendo license. What do you do next? This article gives you a quick start to using our sales enablement tool. If you're a first time Crescendo user this guide is for you.
Download Crescendo to your iPad, iPhone or an Android device
Check your spam folder if the Crescendo email isn't in your inbox.
Launch the app and choose the Cloud Storage Platform that you'd like to use as document source for Crescendo.
A native platform login screen will be displayed i.e. if you choose Sharepoint, you'll be redirected to Sharepoint login screen. Enter your credentials. Crescendo uses your Cloud Storage Platform as an identity provider and does not require any additional logins or passwords.
When you first launch Crescendo, a default Demo Case will be displayed to you.
Tap a file to launch it, tap a folder to open it.
Tap x to close the document, tap <Back to return to the parent folder.
Tap and launch different types of files. Explore basic Crescendo functions: Search, Favorites, Sharing.
Crescendo is very intuitive and all functions are easy to understand. Happy exploring!
Try Crescendo with your own content
So far, you've tried Crescendo with a demo case just to get familiar with the user interface and a few basic functions. It may be a good time to try Crescendo with your own content.
Crescendo uses documents stored in the Cloud Storage Platform on behalf of the user. Please follow the instructions specific to your Cloud Storage provider to push your content to Crescendo:
- Box instruction
- Google Drive instruction
- Salesforce instruction
- OneDrive instruction
- Sharepoint instruction
Force immediate sync
Crescendo automatically performs an update check to see if there’s been any change with your documents on the cloud. Check the Command Center to ensure your content is up-to-date. Crescendo informs you with a timestamp of when the last sync was completed.
If you just uploaded content and want to force a sync immediately, tap the Update button inside the Command Center. You can also force a sync with the pull-to-refresh gesture.
Share Crescendo Case(s) with your collaborators
When you create your own Crescendo Case, you may want to make it available to others, eg. the sales team members.
Share your Crescendo Case folder(s) using your Cloud Storage Platform sharing mechanism. Crescendo never modifies data in the Cloud Storage, so view only access is sufficient.
When your collaborator logs in to Crescendo, the app will notice that there is a new folder available and that it is a Crescendo folder. Your collaborator do not need to mark that folder for Crescendo again. This folder will be displayed in your collaborator's Crescendo.
From that point any files or folders that you upload to your Crescendo Case folder, will automatically be available for your collaborators on their iPads or iPhones.
Once your content is already in Crescendo, you may want to add your company branding. Crescendo allows you to completely modify backgrounds, logos, colors, icons etc. This way your files and folders become an elegant, branded presentation tool.
Theming is very easy and relies on naming conventions. Create your assets (logos, background, icons, etc), name them according to the naming convention and place them in your Cloud Storage like any other content. Crescendo will pull those files, recognise them as branding assets, and change how the app looks.
More importantly, your collaborators will also pull those branding assets automatically, so your Crescendo Case will change its branding on their iPads too.
Read our Theming Guide to learn how to change theming of your Crescendo Case.
If you have any questions, don't hesitate to reach out to the Crescendo App Team.