Frequently Asked Questions

How does Crescendo stand out from other sales enablement solutions?

Crescendo is a content delivery tool designed to be simple to use and fast to rollout. It has three distinct features that make it unique:

1. Crescendo works directly on top of your existing cloud storage platform: Sharepoint, Google Drive, OneDrive, Box or Salesforce. Through Crescendo, users access content organized in cloud storage. The content is never migrated.

Advanced configuration for user management, security and other features of your cloud platform remain active while using Crescendo.

2. Crescendo offers a simple yet powerful theming engine. You can easily customize folders, files, logos, background images, color schemes, and icons – all on the fly – to match your brand identity.

3. Our white-label option allows clients to build additional features and functions, then distribute their own branded version of Crescendo as a standalone corporate app.

How do I upload content to Crescendo?

Upload new or updated content to designated folders in SharePoint, Salesforce, OneDrive, Google Drive or Box. Crescendo will sync that content automatically, on behalf of the user.

Your team will have those new documents delivered to their iPads, iPhones and Android devices without any action required.

Why do I need a cloud account - like SharePoint, OneDrive, Google Drive, Box, or Salesforce - to use Crescendo?

Those cloud storage platforms are used by Crescendo as a content source.

They also handle user authentication and document access permissions, which Crescendo seamlessly integrates with.

Can users modify content directly in Crescendo?

No, users cannot modify documents in your cloud storage through Crescendo.

They can annotate certain file types (e.g., sign, comment, draw), but these annotations are not saved back to the original files.

Can I change logos, backgrounds, colors, icons, and other branding elements myself?

Yes, it’s very easy. Simply prepare your branding assets (logos, backgrounds, folder icons, etc.) using any graphic design tool, then upload them to your cloud storage. Crescendo will automatically make your branding visible to all users.

Read this guideline to learn more.

Can Crescendo be deployed as a corporate app with our own name, icon, and branding?

Yes. A white-labeled version of Crescendo can feature your own app name, app icon, and fully customized visuals. It can be deployed as a new app to your corporate app store or the public app store.

Can I add custom features to Crescendo?

Yes. A white-labeled version of Crescendo supports custom development. These custom features can include company-specific workflows, custom integrations, industry-specific views, and more.

Our team will design, deliver, and maintain these features for you.

I have web tools, such as a discount calculator or an order form. Can I have them in Crescendo?

Yes. Crescendo can link to external web apps or even host web applications directly.

You can build an HTML application, upload it to your cloud storage, and then sync it to Crescendo. Crescendo will recognize it as a web app and open it when tapped. This gives you access to your web tools even when offline.

If you’re not sure how to build those, please reach out – we’re happy to help. This is a great way to create useful extensions for Crescendo and deploy them instantly.

What file types does Crescendo support?

Crescendo supports all documents, videos, music, web links and other file types compatible with iOS and Android.

That includes .PDF, .DOC, .EPUB, .DOCX, . PPT, .PPTX, .XLS, .XLSX, .Pages, .Keynote, .Numbers, .HTML, .RTF, H.264, MP4, M4V, MOV, .MPEG-4, .M-JPEG, .WAV, .MP3, .MP4, .M4A, .AAC, .AIF, .AIFF, .AC3, .ATDS, .M4R, .BMP, .JPG, .GIF, .TIFF, .PNG and many more!

If a file type is specialized (i.e. CAD files) and not directly supported by Crescendo, you can still open it from within Crescendo using an external app installed on your device.

Can I integrate Crescendo with my Salesforce CRM?

Yes. The standard Crescendo includes a Salesforce integration that lets your team perform several Salesforce tasks directly within the app.

With just a few taps, you can quickly add a Contact, Lead, or Opportunity on the fly. This CRM integration is especially useful at trade shows or conferences, allowing you to capture prospect details immediately without skipping a beat.

Crescendo also enables you to share content with your Salesforce contacts or leads and automatically logs an Activity in Salesforce, documenting which files were shared, with whom, and when.

If you need to embed additional Salesforce processes into Crescendo, this can be done with a white-labeled version of the app.

Can Crescendo integrate with other CRMs like Microsoft Dynamics, Zoho, HubSpot, etc?

A white-labeled Crescendo enables the development of custom integrations, allowing us to extend our Salesforce CRM integration to the CRM of your choice.

How long does it take to set up and roll out Crescendo to my team?

Crescendo roll out is designed to be fast and involves just a few steps:

  • Organize your content in your cloud storage and mark the folders you want visible in Crescendo. Grant users access to the relevant folders.
  • Add visual assets to make Crescendo elegant and aligned with your branding.
  • Request licenses for your users.

Once these steps are complete, users can download Crescendo from the App Store and log in with their cloud storage credentials. That’s it!

For most clients, this process takes between one and four weeks. Some clients have even deployed Crescendo to their teams in less than a day!

Does Crescendo offer usage reports and analytics?

Yes. The Crescendo Analytics Portal gives you access to a range of insightful reports that help you understand how your content and the app itself are being used.

For example: Who are your top users? Which documents are shared most often? What files does your sales team access the most?

All reports and filtered activity data can be exported and opened as a spreadsheet.

The Crescendo Analytics Portal is included at no additional cost, regardless of how many licenses you purchase.

Can I send Push Notifications to my team in the field?

Yes. The white-labeled version of Crescendo includes a free push notification service, allowing you to broadcast instant messages to your entire team.

You can schedule messages in advance and edit drafts before sending.

Push notifications are perfect for sharing information that is quick to digest and important to the recipient. They are up to 10× more likely than email to be read within 24 hours.

Can I use Crescendo on a laptop or desktop computer?

Yes. Crescendo is available on laptops and desktops through a web browser.

Can I use Crescendo on Microsoft Surface tablets?

Yes. Crescendo is available on all devices through a web browser, including Microsoft Surface devices.

Note that the web version of Crescendo requires an internet connection to function.

What are the minimum requirements for Crescendo?

iOS – Any iPhone or iPad with iOS 16 or higher.

Android – Any phone or tablet with Android 10 or higher.

Web – Updated versions of Chrome, Safari, Firefox, or Opera browsers.

Is Crescendo GDPR complaint?

Yes. Crescendo is GDPR compliant. Its privacy and data protection policies apply to all users, both inside and outside the EU.

How secure is Crescendo?

Crescendo is built from the ground up with corporate security in mind. Users log directly into SharePoint, OneDrive, Google Drive, Box, or Salesforce using the OAuth 2.0 protocol. Crescendo never accesses or stores user credentials.

This login enables Crescendo to download data and keep it updated directly from your corporate cloud storage. No data is migrated outside your existing, vetted storage platform.

For these reasons, Crescendo is highly secure and IT-friendly.

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