{"id":30181,"date":"2021-06-17T17:07:54","date_gmt":"2021-06-17T15:07:54","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30181"},"modified":"2026-01-10T22:25:20","modified_gmt":"2026-01-10T21:25:20","slug":"%e5%a6%82%e4%bd%95%e5%ae%9e%e7%8e%b0%e5%b7%ae%e6%97%85%e7%94%b3%e8%af%b7%e6%b5%81%e7%a8%8b%e8%87%aa%e5%8a%a8%e5%8c%96","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-automate-your-travel-request-process\/","title":{"rendered":"\u5982\u4f55\u4f7f\u7528 InvestGlass \u745e\u58eb\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5b9e\u73b0\u5dee\u65c5\u7533\u8bf7\u6d41\u7a0b\u81ea\u52a8\u5316\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5f53\u524d\u7684\u5065\u5eb7\u5371\u673a\u7ed9\u8bb8\u591a\u6d3b\u52a8\u8499\u4e0a\u4e86\u7591\u8651\u548c\u9650\u5236\u7684\u9634\u5f71\uff0c\u5e76\u5f62\u6210\u4e86\u4e00\u79cd\u65b0\u5e38\u6001\u3002\u65c5\u884c\u662f\u53d7\u5f71\u54cd\u6700\u5927\u7684\u7ecf\u6d4e\u9886\u57df\u4e4b\u4e00\uff0c\u4e2a\u4eba\u884c\u52a8\u53d7\u5230\u6781\u5927\u9650\u5236\u3002\u9664\u4e86\u56e0\u8fb9\u5883\u5173\u95ed\u800c\u65e0\u6cd5\u65c5\u884c\u5916\uff0cPCR \u68c0\u6d4b\u548c\u68c0\u75ab\u4e5f\u56e0\u5176\u5e26\u6765\u7684\u989d\u5916\u65c5\u884c\u8d39\u7528\u548c\u9ebb\u70e6\u800c\u963b\u788d\u4e86\u65c5\u884c\u3002.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4f01\u4e1a\u548c\u5458\u5de5\u4e3a\u4e2d\u5fc3\uff0c\u5546\u52a1\u65c5\u884c\u53d8\u5f97\u8d8a\u6765\u8d8a\u7f55\u89c1\u3002\u7136\u800c\uff0c\u968f\u7740\u4e16\u754c\u5c06\u6162\u6162\u91cd\u65b0\u5f00\u653e\uff0c\u5546\u52a1\u65c5\u884c\u4e5f\u5c06\u91cd\u65b0\u5f00\u653e\u3002\u7ba1\u7406\u56e2\u961f\u8981\u6c42\u5458\u5de5\u548c\u56e2\u961f\u6210\u5458\u63d0\u4ea4\u5dee\u65c5\u7533\u8bf7\u8868\uff0c\u4ee5\u51b3\u5b9a\u8fd9\u79cd\u9700\u6c42\u7684\u76f8\u5173\u6027\u3002\u672c\u6587\u5c06\u91cd\u70b9\u89e3\u91ca <a href=\"https:\/\/www.investglass.com\/zh\/%e8%a7%a3%e9%87%8a%e4%bb%80%e4%b9%88%e6%98%af-emi-%e7%94%b5%e5%ad%90%e8%b4%a7%e5%b8%81%e6%9c%ba%e6%9e%84-%e9%a2%86%e8%88%aa%e6%95%b0%e5%ad%97%e9%87%91%e8%9e%8d\/\" data-wpil-monitor-id=\"180\">\u5dee\u65c5\u7533\u8bf7\u6d41\u7a0b\u4ee5\u53ca\u5229\u7528\u81ea\u52a8\u5316\u63d0\u9ad8\u6548\u7387<\/a> \u8f6f\u4ef6\uff0c\u5c06\u5dee\u65c5\u7533\u8bf7\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u6570\u5b57\u5316\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-a-travel-request\">\u4ec0\u4e48\u662f\u65c5\u884c\u7533\u8bf7\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A<a href=\"https:\/\/www.fylehq.com\/blog\/streamline-travel-request-approval-workflow-guide#:~:text=Let's%20dive%20in!-,What%20is%20a%20travel%20request%20approval%20workflow%3F,are%20covered%20by%20the%20company.\"> \u51fa\u5dee\u7533\u8bf7\u8868<\/a>\u00a0\u662f\u4f01\u4e1a\u5dee\u65c5\u548c\u5546\u52a1\u65c5\u884c\u9886\u57df\u7684\u4e00\u79cd\u8bb0\u5f55\u624b\u6bb5\u3002\u5b83\u907f\u514d\u4e86\u4f7f\u7528\u7535\u5b50\u90ae\u4ef6\u6216\u7eb8\u5f20\u3002\u5458\u5de5\u5728 InvestGlass \u201c\u5dee\u65c5\u7533\u8bf7 \u201d\u5c0f\u5de5\u5177\u4e2d\u586b\u5199\u5dee\u65c5\u8be6\u60c5\u3001\u5dee\u65c5\u8d39\u3001\u5dee\u65c5\u884c\u7a0b\u3001\u4f4f\u5bbf\u8981\u6c42\u4ee5\u53ca\u4e0e\u5dee\u65c5\u76f8\u5173\u7684\u5173\u952e\u4fe1\u606f\u3002\u7136\u540e\u63d0\u4ea4\u8be5\u5dee\u65c5\u7533\u8bf7\u8868\uff0c\u5e76\u6536\u5230 <a class=\"wpil_keyword_link\" title=\"\u5ba1\u6279\u7a0b\u5e8f\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"738\" href=\"https:\/\/www.investglass.com\/zh\/%e9%94%80%e5%94%ae%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\">\u5ba1\u6279\u7a0b\u5e8f<\/a> \u542f\u52a8\u3002\u7136\u540e\uff0c\u4e3a\u8fd9\u4e00\u5ba1\u6279\u6d41\u7a0b\u8bbe\u7f6e\u7684\u4eba\u5458--\u201c\u5ba1\u6279\u4eba\u201d--\u53ef\u4ee5\u63a5\u53d7\u6216\u62d2\u7edd\u65c5\u884c\u7533\u8bf7\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-automate-travel-expenses\">\u5982\u4f55\u5b9e\u73b0\u81ea\u52a8\u5316<strong> \u65c5\u8d39<\/strong>?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5927\u591a\u6570\u516c\u53f8\u548c\u673a\u6784\u4e2d\uff0c\u5dee\u65c5\u4ee5\u5916\u7684\u8d39\u7528\u76f4\u63a5\u901a\u8fc7\u8d39\u7528\u62a5\u9500\u8bb0\u8d26\u3002\u5728 InvestGlass \u5dee\u65c5\u7533\u8bf7\u4e2d\uff0c\u60a8\u53ef\u4ee5\u5728\u540c\u4e00\u6d41\u7a0b\u4e2d\u8f7b\u677e\u6536\u96c6\u8fd9\u4e9b\u6570\u636e\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5dee\u65c5\u8d39\u662f\u5dee\u65c5\u7533\u8bf7\u7684\u6838\u5fc3\u548c\u91cd\u70b9\u3002\u6210\u672c\u4e2d\u5fc3\u9700\u8981\u901a\u8fc7\u5927\u91cf\u624b\u5de5\u6d41\u7a0b\u6765\u8bc4\u4f30\u8d39\u7528\u7684\u771f\u5b9e\u6027\u3002\u56e0\u6b64\uff0c\u63d0\u4ea4\u7684\u5dee\u65c5\u7533\u8bf7\u5fc5\u987b\u5c3d\u53ef\u80fd\u8be6\u7ec6\u3002\u6b64\u5916\uff0c\u5dee\u65c5\u7533\u8bf7\u901a\u5e38\u4e0e\u53d1\u7968\u53f7\u76f8\u5173\u8054\u3002\u8be5\u53d1\u7968\u53ef\u5411\u8d22\u52a1\u90e8\u95e8\u51c6\u786e\u89e3\u91ca\u9884\u7b97\u8d39\u7528\u3002\u5728\u5236\u4f5c\u53d1\u7968\u65f6\uff0c\u7531\u4e8e\u91cd\u590d\u6027\u5de5\u4f5c\uff0c\u6570\u636e\u5f55\u5165\u53ef\u80fd\u4f1a\u4ea7\u751f\u4eba\u4e3a\u9519\u8bef\u3002\u7136\u800c\uff0c\u8fd9\u79cd\u53d1\u7968\u7cfb\u7edf\u4ecd\u7136\u662f\u5458\u5de5\u548c\u7ba1\u7406\u4eba\u5458\u4f7f\u7528\u6700\u591a\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pgcqw1argyg-1024x683.jpg\" alt=\"\u65e5\u843d\u65f6\u62d6\u8f66\u9644\u8fd1\u7684\u767d\u8272\u98de\u673a\" class=\"wp-image-34396\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pgcqw1argyg-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pgcqw1argyg-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pgcqw1argyg-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pgcqw1argyg-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pgcqw1argyg.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u65c5\u884c\u662f\u5b9e\u73b0\u65b0\u9500\u552e\u989d\u7684\u5173\u952e<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-who-will-approve-the-travel-request\">\u8c01\u6765\u6279\u51c6\u5dee\u65c5\u7533\u8bf7\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5dee\u65c5\u7533\u8bf7\u8868\u63d0\u4ea4\u540e\uff0c\u9700\u8981\u63d0\u4f9b\u6240\u6709\u5fc5\u8981\u4fe1\u606f\uff0c\u5305\u62ec\u53d1\u7968\u53f7\u7801\u3002\u5dee\u65c5\u9700\u6c42\u7531\u5ba1\u6279\u4eba\u8fdb\u884c\u8bc4\u4f30\u3002\u5ba1\u6279\u4eba\u53ef\u4ee5\u662f\u5f53\u4e8b\u4eba\u7684\u7ecf\u7406\u3001\u8d1f\u8d23\u5dee\u65c5\u653f\u7b56\u7684\u5458\u5de5\u6216\u516c\u53f8\u51b3\u5b9a\u7684\u4efb\u4f55\u4eba\u5458\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba1\u6279\u7a0b\u5e8f\u53ef\u5305\u62ec <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bd%bf%e7%94%a8-rpa-%e8%bf%9b%e8%a1%8c%e6%95%b0%e5%ad%97%e7%ad%be%e5%90%8d%e7%9a%84-5-%e5%a4%a7%e4%bc%98%e5%8a%bf%e6%98%af%e4%bb%80%e4%b9%88%ef%bc%9f\/\">\u7535\u5b50\u7b7e\u540d<\/a> \u901a\u8fc7\u79fb\u52a8\u8bbe\u5907\u8fdb\u884c 2FA \u9a8c\u8bc1\u3002\u7136\u800c\uff0c\u8fd9\u4e00\u6d41\u7a0b\u901a\u5e38\u5f88\u7b80\u5355\uff0c\u81f3\u5c11\u9700\u8981 1 \u6216 2 \u540d\u5ba1\u6279\u4eba\u3002\u4e00\u65e6\u65c5\u884c\u7533\u8bf7\u83b7\u5f97\u6279\u51c6\uff0c\u901a\u5e38\u4f1a\u5bf9\u79bb\u5f00\u8005\u65bd\u52a0\u6570\u636e\u9650\u5236\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1010\" height=\"1024\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/InvestGlass-Travel-Request-1010x1024.png\" alt=\"InvestGlass \u5dee\u65c5\u7533\u8bf7\" class=\"wp-image-38169\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/InvestGlass-Travel-Request-1010x1024.png 1010w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/InvestGlass-Travel-Request-296x300.png 296w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/InvestGlass-Travel-Request-768x779.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/InvestGlass-Travel-Request-1515x1536.png 1515w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/InvestGlass-Travel-Request.png 1992w\" sizes=\"(max-width: 1010px) 100vw, 1010px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u5dee\u65c5\u7533\u8bf7<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-kind-of-crm-restrictions-will-the-travel-request-offer\">\u65c5\u884c\u7533\u8bf7\u4f1a\u63d0\u4f9b\u54ea\u4e9b\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u9650\u5236\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65e6\u786e\u5b9a\u4e86\u9879\u76ee\u7ec6\u8282\u548c\u65c5\u884c\u7ec6\u8282\u3001\u5f00\u59cb\u65e5\u671f\u548c\u8981\u8bbf\u95ee\u7684\u8054\u7cfb\u4eba\uff0c\u65c5\u884c\u7533\u8bf7\u5ba1\u6279\u6d41\u7a0b\u5c31\u4f1a\u81ea\u52a8\u542f\u52a8\u65c5\u884c\u671f\u95f4\u7684\u4e34\u65f6\u6570\u636e\u9650\u5236\u3002\u8fd9\u79cd\u81ea\u52a8\u5316\u53ef\u51cf\u5c11\u9519\u8bef\uff0c\u5e76\u907f\u514d\u5458\u5de5\u5728\u4f11\u5047\u65f6\u8bbf\u95ee\u60a8\u7684\u6570\u636e\u3002\u8be5\u7cfb\u7edf\u5bf9\u79c1\u4eba\u94f6\u884c\u6216\u4efb\u4f55\u5e0c\u671b\u9650\u5236\u8bbf\u95ee\u6743\u9650\u7684\u4f01\u4e1a\u90fd\u975e\u5e38\u6709\u7528\u3002 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%97%85%e8%a1%8c%e7%a4%be%e7%9a%84-crm\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"461\">\u65c5\u884c\u4e2d\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a>. <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"geodir-embed-container\"><iframe loading=\"lazy\" title=\"COVID-19 \u5927\u6d41\u884c\u671f\u95f4\u7684\u65c5\u884c\u5b89\u5168\u5982\u4f55\uff1f\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/N92yLq648Dk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-would-happened-if-you-don-t-use-a-travel-request-system\">\u5982\u679c\u4e0d\u4f7f\u7528\u65c5\u884c\u7533\u8bf7\u7cfb\u7edf\u4f1a\u53d1\u751f\u4ec0\u4e48\uff1f <\/h2>\n\n\n\n<p 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Travelling has been one of the most affected sectors of the economy and individuals have seen great restrictions on their movements. Besides the inability to travel due to closed borders, PCR tests and quarantines have hindered travel [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30183,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[284],"class_list":["post-30181","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-travel-request"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Automate Travel Requests with InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn 5 practical tips to build a successful neo bank using a CRM to enhance customer relationships and growth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u5b9e\u73b0\u5dee\u65c5\u7533\u8bf7\u6d41\u7a0b\u81ea\u52a8\u5316\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to automate your travel request process with InvestGlass the Swiss CRM?\" \/>\n<meta property=\"og:description\" content=\"The current health crisis has shadowed doubts and limitations over many activities and set up a new normal. 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