--- title: Marketing Hub onboarding for Cherre description: Discover how Cherre transformed its marketing and sales alignment by implementing HubSpot, overcoming legacy system challenges, and driving impactful results. image: https://www.engaging.io/hubfs/buildings-2.jpg --- [Skip to content](https://www.engaging.io/case-studies/marketing-hub-cherre#main-content) [![Engaging.io logo](https://www.engaging.io/hs-fs/hubfs/raw_assets/public/Engaging-2025/images/site-logo-pack/engaging-logo-green.png?width=143&name=engaging-logo-green.png)](https://www.engaging.io) [Case studies](https://www.engaging.io/case-studies) Services Industries Products About us ![search icon](https://www.engaging.io/hs-fs/hubfs/raw_assets/public/Engaging-2025/images/module-icons/main-search-icon-HR.png?width=44&name=main-search-icon-HR.png) ![search close icon](https://www.engaging.io/hs-fs/hubfs/raw_assets/public/Engaging-2025/images/module-icons/main-search-close-HR.png?width=24&name=main-search-close-HR.png) [Get in touch](https://www.engaging.io/contact-us) [AI services](https://www.engaging.io/ai-services) [Custom integrations and configuration](https://www.engaging.io/services/custom-hubspot-integrations-and-system-sync-solutions) [CRM migration
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Powered by AI and comprehensive data, Cherre enables faster, smarter decisions, saving costs and optimizing investments for their customers. ###### Project Timeline 2 months ###### Integrations Native Salesforce Integration ###### [Cherre](https://cherre.com/) 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 Native Salesforce Integration Lead Scoring and List Segmentation Attribution Reporting Dashboards Action items 1. Synced contacts, companies, deals, and activities 2. Enabled real-time marketing-to-sales visibility   Action items 1. Prioritised high-fit, high-engagement leads 2. Automatically excluded unqualified contacts   Action items 1. Gave leadership clear ROI insights 2. Tracked campaign influence across deal stages   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 #### Related Case Studies #### [A multi-system integration that helped turn Rawson... Rawson Group is a high-performing residential property developer operating across New South Wales, Australia. In the... See More](https://www.engaging.io/case-studies/a-multi-system-integration-that-helped-turn-rawson-group-around) #### [Why better data = better deals: The ROI of HubSpot... The client, a professional services firm, had invested in HubSpot but wasn’t seeing expected returns. Their data was... See More](https://www.engaging.io/case-studies/why-better-data-better-deals-the-roi-of-hubspot-optimisation) #### [Integrate, automate, elevate: how EventsAir... EventsAir is a global event management platform helping organisers streamline event operations, registrations, and... 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