Case Management Insights

What is Case Management?

Case Management is a set of practices and software tools used to organize, manage, and track information related to specific cases or projects. It typically involves workflows, collaboration features, and data storage to help users efficiently handle tasks, documents, communications, and other relevant details associated with each case. Common uses include customer service, legal proceedings, healthcare administration, and social services.

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What other technologies are related to Case Management?

Case Management Competitor Technologies

Salesforce Service Cloud

Salesforce Service Cloud offers case management functionality, making it a direct competitor.

mentioned alongside Case Management in 1% (215) of relevant job posts

Pega

Pega is a business process management and case management platform, making it a direct competitor.

mentioned alongside Case Management in 1% (158) of relevant job posts

Salesforce

Salesforce provides case management features through its Service Cloud platform, as well as through custom built applications.

mentioned alongside Case Management in 0% (371) of relevant job posts

Case Management Complementary Technologies

Taxpayer Folder

A repository for taxpayer information can be a strong complement for case management, providing relevant information to the case worker.

mentioned alongside Case Management in 70% (51) of relevant job posts

Service Console

Service consoles, like those within Salesforce or other CRM systems, are user interfaces designed to improve agent efficiency, often used in conjunction with case management systems.

mentioned alongside Case Management in 29% (62) of relevant job posts

Data Pages

Data pages can provide structured access to relevant data, enhancing the functionality and effectiveness of a case management system by providing the necessary data for case resolution.

mentioned alongside Case Management in 25% (57) of relevant job posts