CCM CRM Systems & Analytics 5

Question 1

A CCM firm wants to reduce the time attorneys wait for initial case assessments. Which CRM feature most directly addresses this?

Accepted Answer

Automated intake forms that capture case details and trigger an assignment workflow

Answer

Automated intake forms capture event date, location, and loss type upon submission, immediately routing the case to the appropriate meteorologist and cutting manual triage time.

Question 2

Which scenario best illustrates the use of CRM analytics to support ethical business practices for a consulting meteorologist?

Accepted Answer

Running a conflict-of-interest check by searching CRM records for opposing parties before accepting a new case

Answer

Searching CRM records for opposing parties before engagement is a standard conflict-check procedure that upholds professional ethics and avoids disqualification.

Question 3

A consulting meteorologist's CRM shows a high client satisfaction score but declining revenue per client. The most likely explanation is:

Accepted Answer

Clients are satisfied but not expanding scope or referring new matters, suggesting an upsell gap

Answer

Satisfaction without revenue growth reveals a missed opportunity to expand services or generate referrals—a classic CRM analytics gap between relationship quality and business outcomes.

Question 4

Which GDPR or US state privacy law consideration is most relevant when a consulting meteorologist stores opposing-party witness information in a CRM?

Accepted Answer

Limiting storage of non-client personal data to what is necessary and ensuring appropriate access controls

Answer

Data minimization and access control are core privacy law requirements when handling personal information of individuals who are not clients of the firm.

Question 5

A consulting meteorologist uses CRM activity logs to prepare for an annual performance review. Which metric is most directly tied to business development effectiveness?

Accepted Answer

Number of new contacts added and proposals sent versus prior year

Answer

New contacts added and proposals sent measure outbound business development activity, directly linking effort to pipeline growth year over year.

(CCM) Certified Consulting Meteorologist Practice Test

(CCM) Certified Consulting Meteorologist Practice Test

CCM CRM Systems & Analytics 5