An interactive, hands-on video for tour operators who do not currently utilize a CRM. Hosted by the team at UpLevel, they were joined by Alex Swan from Active Campaign.

This 1hr video will help you:

  • Have one place to house all of their email addresses
  • Setup your CRM
  • Understand the difference between your reservation system and a CRM
  • Import your first set of contacts
  • Setup your first group email


Keep Reading


Common Mistakes When Booking Corporate Groups

Instead of facing this battle head on, more and more tour operators are making an end-run around the big guys, shifting their focuses away from public tour sales in favor of finding new direct sales markets. Among the most lucrative areas of expansion — both on an event-by-event basis and in terms of a client’s […]

Simplify Your Business Model with Corporate Groups

You’re relying more and more on OTAs to drive tourist traffic, shrinking your margins and spiking your stress levels. Stabilize your revenue and work smarter by shifting your business model toward corporate tours. Higher profit margins Foster more referrals and repeat groups Easier to coordinate and more fun Opening more corporate availability can help you […]

How to Book More Corporate Holiday Parties

If you already have a robust corporate tour business, consider reaching out to your regular clients about booking their holiday parties with you. On the other hand, if you’re just starting to grow the corporate tour side of your operation, proactively working to book holiday parties is a great way to gain new clientele who […]