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Enabling Revaluate in Sierra

Learn how to enable the Revaluate integration in Sierra Interactive, understand how lead scoring works, and know what to expect with billing and usage.

Why This Feature Matters

Revaluate helps you identify which leads in your database are most likely to move, sell, or buy based on predictive signals. When enabled, Revaluate scores your leads directly within Sierra so you can prioritize outreach more effectively.

Sierra Interactive supports enabling and displaying Revaluate scores inside the CRM, while Revaluate manages lead scoring and usage tracking through their platform.

Understanding how enablement and billing work ensures a smooth setup experience.

Table of Contents

  1. How Revaluate Works in Sierra
  2. Enabling the Revaluate Integration
  3. Understanding Revaluate Billing
  4. What Sierra Manages vs What Revaluate Manages
  5. Best Practices
  6. Troubleshooting & Common Questions

How Revaluate Works in Sierra

There are two parts to using Revaluate in Sierra:

  1. Enabling the Revaluate integration
  2. Understanding how Revaluate billing is handled

Once enabled, Revaluate monitors lead activity and applies predictive scores to eligible leads.

Enabling the Revaluate Integration

Step 1: Enable Revaluate

To enable Revaluate, log in to your Sierra Client Admin Area and visit the following page:

https://client.sierrainteractivedev.com/revaluate.aspx

This step is client-led.

Once enabled:

  • Revaluate can begin scoring selected leads
  • Leads can be added to or removed from scoring at any time
  • Scores will appear directly within the Sierra CRM

Important: Sierra is not automatically alerted when the integration is enabled.

Step 2: Adding or Removing Leads from Scoring

After enabling the integration, you control which leads are included in Revaluate scoring.

You can:

  • Add leads to scoring
  • Remove leads from scoring
  • Adjust your strategy over time

Revaluate monitors scoring activity independently and updates scores accordingly.

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Understanding Revaluate Billing

Revaluate billing may be handled in one of two ways, depending on your account setup:

  • Billed through Sierra Interactive, or
  • Billed directly by Revaluate

The billing method depends on your specific account configuration and onboarding timeline.

If You Are Billed Through Sierra

For some accounts, Revaluate usage may appear as a line item on your Sierra invoice based on lead scoring activity.

In this case:

  • Sierra coordinates usage reporting
  • Charges are included with your regular Sierra billing

If You Are Billed Directly by Revaluate

For newer accounts — and as part of an ongoing transition — Revaluate may bill you directly for lead scoring.

In this case:

  • Revaluate tracks scoring usage through their own systems
  • Revaluate invoices you directly
  • Sierra’s role is limited to enabling or disabling the integration

No additional setup is required after enabling the integration.

Unsure How Your Billing Is Handled?

If you are unsure whether Revaluate billing is handled through Sierra or directly by Revaluate, Sierra Support can help confirm your account configuration. Submit a Support ticket here. 

In some cases, Sierra may coordinate directly with Revaluate to verify billing details.

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What Sierra Manages vs What Revaluate Manages

Sierra Interactive

Sierra is responsible for:

  • Allowing the Revaluate integration to be enabled or disabled
  • Displaying Revaluate scores inside the CRM
  • Ensuring the integration functions correctly within the platform

Revaluate

Revaluate is responsible for:

  • Lead scoring logic
  • Usage tracking
  • Determining billing amounts
  • Invoicing customers (when billed directly)

Revaluate monitors scoring activity via their own systems.

Best Practices

  • Enable Revaluate before adding large groups of leads

  • Add leads intentionally based on your follow-up strategy

  • Review scored leads regularly

  • Confirm billing expectations early

  • Reach out to Support if you are unsure about setup or billing

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Troubleshooting & Common Questions

Troubleshooting Issues

  • “I enabled Revaluate but don’t see scores yet”
    Allow time for scoring to begin after enabling and adding leads.

  • “I’m not seeing Revaluate charges”
    Billing timing depends on whether you are billed through Sierra or directly by Revaluate.

  • “Can I keep Revaluate enabled without being billed through Sierra?”
    Yes. Billing configuration is handled behind the scenes based on your account setup.

  • “Who do I contact about Revaluate charges?”
    If billed directly, contact Revaluate. If billed through Sierra, contact Sierra Support.

FAQs

  • Do I need Sierra Support to enable Revaluate?
    No. Enabling the integration is customer-led.

  • Can I disable Revaluate later?
    Yes. The integration can be disabled at any time.

  • Does Revaluate score all my leads automatically?
    Only leads you include for scoring will be evaluated.

  • Will all customers eventually be billed directly by Revaluate?
    That is the intended future state.

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