While talking to employees of a customer's front-line operations, a Customer Success Manager learns that...

After learning that the customer’s team is evaluating a competitive solution, the Customer Success Manager should host a discovery session with stakeholders to understand their challenges and desired outcomes. This can help address any gaps in the current solution and prevent the customer from switching to a competitor. References: Customer Success strategies recommend engaging with customers to understand their needs and address any dissatisfaction proactively to prevent churn.