You’ve just registered a Crescendo license. What do you do next? If you're a first time Crescendo user this guide is for you.
This quickstart will help you get Crescendo running with your own content in about 15 minutes.
Before you start, make sure that you have:
✅ active Crescendo trial
☁️ access to your content source (SharePoint/OneDrive/Google Drive/Box/Salesforce)
🌐 Stable internet connection for first sync
🔹 Download Crescendo to your iPad, iPhone or an Android device
Once your Crescendo trial is activated, download Crescendo from the App Store or Google Play. Tap one of the links above on your iPad, iPhone, or Android device to install Crescendo. You’ll also receive these links by email after a successful trial activation.
Check your spam folder if the Crescendo email isn't in your inbox.
🔹 Log in
Launch the app and select the Cloud Storage Platform you’d like to use as Crescendo’s document source.
You’ll then see the platform’s native sign-in screen. For example, if you choose SharePoint, you’ll be redirected to the SharePoint login page. Sign in with your credentials. Crescendo uses your Cloud Storage Platform as the identity provider, so no additional usernames or passwords are required.
Please sign in using the same email address you used during registration. If you realize at this point that you registered with a different email than the one you’d like to use with Crescendo, simply register for the trial again using the correct email.
🔹 Configure your content
Unlike other sales enablement platforms, Crescendo doesn’t require you to upload files to a separate backend. Instead, it connects to your selected Cloud Storage platform and downloads only the content you choose for Crescendo, not everything. This can include folders you own as well as folders shared with you (e.g., by your marketing manager).
Marking folders for use with Crescendo is simple and works similarly across all platforms, though a few details may vary. Go ahead and read the relevant article or watch the video to configure your content for Crescendo.
- Box instruction
- Google Drive instruction
- Salesforce instruction
- OneDrive instruction
- Sharepoint instruction
Once your content is configured, it’s time to sync it to Crescendo. Crescendo automatically checks for updates to your cloud documents. Use the Command Center to confirm your content is up to date. Crescendo shows a timestamp of when the last sync completed.
🔹 Share Crescendo Case with your collaborators
When you create your own Crescendo Case, you may want to share it with others. For example, a teammate who also started a Crescendo trial, or (in production) members of your sales team.
To do that, simply share your Crescendo Case folder(s) using your Cloud Storage Platform’s sharing options. Crescendo never modifies content in your cloud storage, so view-only access is sufficient.
When your collaborator signs in to Crescendo, the app will detect the newly shared Crescendo folder automatically. No additional setup or “marking” is required. The folder will appear in their Crescendo on its own.
From then on, any files or subfolders you add to that Crescendo Case folder will automatically sync and become available to your collaborators on iPad, iPhone, or Android.
🔹 Add theming
Once your content is in Crescendo, you may want to add your company branding. Crescendo lets you customize backgrounds, logos, colors, icons, and more—turning your files and folders into an elegant, branded presentation experience.
Theming is simple and based on naming conventions. Create your branding assets (logos, backgrounds, icons, etc.), name them according to the convention, and upload them to your Cloud Storage like any other content. Crescendo will sync these files, recognize them as branding assets, and update the app’s look and feel automatically.
Your collaborators will sync the same branding assets as well, so your Crescendo Case will appear branded on their iPads, iPhones, and Android devices too.
Read our Theming Guide to learn how to customize the theme of your Crescendo Case. And if you prefer, our design team can create your first visual theme for free—just reach out to us.
🎉
Hope these steps were straightforward and you were able to get set up quickly. If you have any questions, don’t hesitate to reach out to the Crescendo App Team.
