Unparalleled training, consulting and support services, from day one.

EPM Live Services has global resources who work exclusively with EPM Live products. Our sole mission is to see you succeed. From onboarding to long-term growth, we’re with you the entire way.

  • Professional Services

    EPM Live’s professional services is committed to accelerate the time-to-value to maximize our customer’s return on investment.

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  • Education & Training

    Access a rich and professional repository of self-services content.

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    Have the peace of mind that comes with 24/7 global support.

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Our Customer Success Model

At every moment, you’ll have an EPM Live representative ready to offer assistance, make recommendations and guide you.

Welcome and Onboarding

Meet your customer success team, register, and access a wealth of resources through the Upland community and training content.


Review a customized plan for implementation and deployment based on your needs and vision for success.


Deploy the application and deliver any customized services, like custom reporting or integration.

Continued Education and Services

Engage in dozens of opportunities for further education and training, perform periodic health checks, and identify opportunities for growth.

Long-Term Partnership

Join the Customer Care Loyalty Program to partner with Upland to revolutionize work for other organizations.