Marketing Automation Platform Taps into Improved Planning with 9Gauge

AUSTIN, Texas, June 2017 – As a regular on the Inc. 5000 for the past few years and a leading marketing platform, OutboundEngine makes online marketing easy for over ten-thousand companies nationwide. The company’s rapid ascension since starting in 2012 stems from its ability to “bring essential marketing automation features…in a simple, affordable and done-for-you package.” In 2016, the Austin-headquartered company sought its own internal, essential platform to strengthen its foundation amidst rapid growth.

They turned to a familiar consulting firm in the city for a solution. “We have had a relationship with 9Gauge since the company’s early days in 2012,” mentions Tom Sloss, Senior Vice President of Finance at OutboundEngine. “With respect to Joe Cohen, [a partner at 9Gauge responsible for Finance and Business Intelligence], he built the original financial model that I inherited four years prior.”

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Sloss and 9Gauge determined that OutboundEngine could solve its need for cloud-based budgeting and forecasting with Adaptive Planning. One of many solutions under the Adaptive Suite, Planning offers companies the capability to:

  • Better assess sales, revenue, personnel, and other expenses through an online interface
  • Identify trends and adjust forecasts
  • Drag-and-drop data to create reports with no technical skills required

This corporate performance management (CPM) application provides its users actionable insights, data transparency, and an enhanced, integrated workflow.

The 9Gauge Advantage

The advantages of having 9Gauge there for our Adaptive Insights financial modeling implementation was that they had significant prior experience working with the software,” notes Sloss. “I did not have to train someone from square one. Cohen’s knowledge of our original financial model was also extremely helpful in putting it into the Adaptive Insights platform.”

9Gauge’s prior relationship and team-based model also played a major part in ensuring Sloss’ satisfaction throughout the implementation. Its dedicated teams are very responsive for clients on a moment’s notice. For Sloss, “Having that level of expertise in my back pocket available on demand is very comforting. You get someone who usually knows the answer off the top of their head. If they don’t, they’ll get back to you in short order.”

OutboundEngine is still early on in the process of using Adaptive Planning to its full potential. They have only gone through one planning cycle, but the team looks forward to great results. We will reach out again in the near future as follow-up on their team’s experience with the Adaptive product.

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OutboundEngine is an Austin, TX-based marketing technology company that helps businesses grow by making online marketing simple. The company’s SaaS platform automates email marketing, social media posting, online review collection and more for over 10,000 customers. Founded in 2012, OutboundEngine is ranked No. 95 on the Inc. 5000 and has been consistently named a top workplace in Austin. For more information, please visit