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Marketing Hub onboarding for Cherre

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Marketing Hub onboarding for Cherre
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Cherre is a US-based real estate data and analytics platform that connects disparate property data sources into one connected ecosystem. With a rapidly evolving sales pipeline and a tight deadline to sunset Pardot, Cherre sought a more robust and flexible marketing automation solution. They needed better marketing-to-sales alignment, smarter lead handling, and reliable performance reporting—fast.

The problem

Cherre’s marketing engine was under pressure. Despite their position as a leader in real estate data, their internal marketing and sales systems weren’t keeping pace. Their legacy platform, Pardot, had become a bottleneck—particularly in how it integrated (or didn’t) with Salesforce.

Problem 1:

The flow from marketing-qualified leads (MQLs) to sales-qualified leads (SQLs) was clunky, inconsistent, and delayed. The disconnect between Pardot and Salesforce created friction between departments, stalled follow-ups, and led to lost opportunities.

Problem 2:

Cherre’s email campaigns and landing pages were underperforming. Legacy templates and tools stifled creativity and agility. Worse still, their reporting lacked the depth needed by senior leaders to assess ROI or make informed decisions.

The solution

Engaging.io stepped in with a fast-tracked game plan centred on HubSpot’s Marketing Hub.

The first priority was to eliminate data silos by setting up HubSpot’s native integration with Salesforce. This enabled real-time syncing of contacts, deals, activities, and companies—creating a single source of truth between platforms.

Next, we designed multiple customer journeys based on engagement and fit. Using custom lead scoring and exclusion lists (via HubSpot’s active list functionality), we ensured Cherre’s sales team could focus only on qualified, sales-ready prospects.

Finally, we built customised reporting dashboards for management—offering them real-time campaign attribution, contact lifecycle visibility, and the power to make confident, data-informed decisions.

The Strategic Plan
The Implementation
Action items

  1. Synced contacts, companies, deals, and activities

  2. Enabled real-time marketing-to-sales visibility

 

Native Salesforce Integration
Action items

  1. Synced contacts, companies, deals, and activities

  2. Enabled real-time marketing-to-sales visibility

 

Lead Scoring and List Segmentation
Action items

  1. Prioritised high-fit, high-engagement leads

  2. Automatically excluded unqualified contacts

 

Attribution Reporting Dashboards
Action items

  1. Gave leadership clear ROI insights

  2. Tracked campaign influence across deal stages

 

The Implementation
 

CRM that works for humans

The new HubSpot setup was built around how Cherre’s revenue team actually sells—not just how the CRM was initially configured. We streamlined deal stages, cleaned up properties, and created structured handoffs between sales and customer teams.

Visibility without the noise

By introducing role-based views and filtered dashboards, each team now sees only what they need. Leadership has pipeline reporting that’s clean, consistent, and export-ready for RevOps strategy.

Designed for scale

Every element—from property naming conventions to deal automation—was built with growth in mind. The system is now easy to maintain, flexible to adapt, and ready to scale as Cherre grows its client base.


 

The impact and results

The results were immediate—and widespread across Cherre’s teams.

For Marketing
With better templates and workflows, the team could finally focus on high-impact activities like strategic planning, content development, and campaign optimization. Lead flow improved, and assets were quicker to create, test, and launch.

For Sales
Thanks to real-time syncing and a smarter lead scoring model, the sales team had better insight into lead quality. They spent less time chasing cold leads and more time closing deals with high-intent prospects.

For Management
Clear attribution dashboards gave leadership the power to assess marketing ROI, monitor deal progression, and make faster, more informed decisions.

Short-Term Wins

  • Eliminated inefficient legacy systems

  • Restored confidence in marketing metrics

  • Improved collaboration between sales and marketing

Long-Term Gains

  • Future-ready reporting and data hygiene

  • Scalable HubSpot + Salesforce infrastructure

  • Empowered teams through aligned tech and process

 

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