No longer using EPM
July 29, 2015

No longer using EPM

Hilary Mohs | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with EPM Live

EPM Live was chosen as a project management solution for our client services department. We needed a better way to track interactions and progress with clients and to promote best practices with those clients in our growing company. We went through several vendors and finally chose EPM as our solution after a trial period.
  • Highly customizable
  • Salesforce Integration
  • Customer Service
  • Project Management
  • We had to pay EPM for a solution that was, for our business, unusable
  • We gained much needed experience in working with third party software vendors
The experience with TaskRay was like night and day. The TaskRay representative has always been responsive and helpful. EPM's promise to integrate with Salesforce was limited at best.TaskRay exists within Salesforce, so the install and customization took less than a day. Ultimately we are still evaluating solutions and working with EPM made it easy to see what we were not looking for in a partner.
I think EPM Live might be the right solution for a much smaller company, who does mainly business to business material sales. As a software company with a ramped subscription model and heavy use of Salesforce, it was not well suited to our business.

EPM Live Feature Ratings

Task Management
Resource Management
Gantt Charts
Workflow Automation
Team Collaboration
Document Management
Email integration
Mobile Access
Not Rated
Timesheet Tracking
Budget and Expense Management
Not Rated
Not Rated
Not Rated
Project & financial reporting
Integration with accounting software
Not Rated