Connecting Salesforce - the global leader in CRM - with Helios, a robust Czech ERP system, is more than just a technical integration. It’s a strategic move for companies aiming to manage their sales and operations smartly, efficiently, and with a focus on growth. In this article, we outline the key decisions, challenges, and opportunities that come with integrating these two systems.
🔍 Why integration makes sense?
-
Sales knows what’s been invoiced and when the client paid
-
Finance understands what was agreed in sales
-
Cash flow, customer management, and team coordination are based on facts, not assumptions
- Unified data - no more copying between emails, Excel sheets, and systems
💡 Key integration use cases
|
Use case |
Business value |
|---|---|
|
View invoices and payment status in Salesforce |
Sales reps have insight into payments without needing to ask accounting |
|
Generate invoice based on orders in Salesforce |
Speeds up cash flow and reduces errors
|
|
Automated payment checks and reminders |
Better management of receivables and customer relationships |
Automatic transfer of Sales data into Production | Ensures continuity and accuracy in the flow of information |
Automated quote generation based on Production data analysis | Optimizes response time and aligns offers with cost structures |
|
Unified reporting for Sales and Finance |
Improved Planning, Performance, and Strategic Decisions |
⏱️ When is the right time?
-
You’re already using both Salesforce and Helios and have clarity on the data managed in each
-
Manual work between systems - or invoicing errors - are slowing you down
- You want to build on data and automation, not rely on improvisation
Are you still manually transferring data between your CRM and ERP systems?
Want a clear overview of orders, invoices, and approval processes - all in one place?
Curious how automation can save you both time and money?
Then our webinar recording on integrating Salesforce with Helios is made for you!
🔌 How to Integrate - Connection Options
|
Integration type |
Best for |
Description |
|---|---|---|
|
One-way (Helios → Salesforce)
|
Reporting, sales overview |
Transfer of invoices, payment status and customer data |
|
Two-way |
Process automation |
For example, an order in Salesforce triggers invoice creation in Helios |
|
Batch synchronization
|
Most B2B companies |
Data sync between systems 1-2 times per day |
|
Real-time synchronization
|
E-commerce, high-frequency services |
Instant creation of payment links or invoices |
🤝 How the collaboration works
📌 The client → brings knowledge of their own processes and needs
- Example: “We want to transfer invoices from Helios to Salesforce so that our sales reps can see payment status.”
📌 Us (Namiru) → we design the integration scenario and technical solution
-
Example: Invoices are transferred every morning, in XY structure, into a custom object in Salesforce.
📌 Helios vendor → provides API documentation, a test environment, and output validation
- Example: Integration via REST API to a specific invoice endpoint.
🚧 Key challenges - How to avoid them
|
Challenge |
Solution |
|---|---|
|
❗ Different terminology and data structures |
Conduct detailed data mapping at the start of the project |
|
❗ Helios isn’t integration-ready |
Check API availability and technical capabilities with your provider |
|
❗ Complex business logic |
Start by cleaning up and simplifying processes in Salesforce |
|
❗ Unclear approval responsibilities |
Collaboratively create a "decision tree" for the entire process |
|
❗ The client expects a “miracle” without involvement |
Clearly explain that active collaboration between the client and their vendors is essential |
🧭 Summary
Integrating Salesforce with Helios isn’t just about connecting two systems. It’s about:
- Getting a clear overview
- Reducing manual work and errors
- Issuing and tracking invoices faster
- Strengthening collaboration between sales and finance
We’re happy to help you design a tailored integration scenario - whether you’re a manufacturing company, B2B service provider, or SaaS firm with a licensing model.
Curious what integration could look like for your business?
📩 Get in touch – the first consultation is free and will help you explore your options with clarity.