Integrating Salesforce - the global #1 CRM - with Helios, a robust Czech ERP system, isn’t just a technical task. It’s a strategic move for companies that want to manage their sales and operations smartly, efficiently, and with a focus on growth.
🔄 Why integration makes sense
- Sales knows what’s been invoiced and when the client paid.
- Finance understands the business agreements - no need for guesswork.
- Cash flow, customer, and team management is based on reality, not assumptions.
- Data is unified - no more copying between emails, spreadsheets, and systems.
⚙️ Key integration use cases
💡 Use case | ✅ Business value |
|---|---|
| Displaying invoices and payment status in Salesforce | Sales reps have insight into payments without asking accounting |
| Invoice generation based on a Salesforce order | Faster cash flow and reduced errors |
| Automated payment checks and reminders | Better planning, performance management, and decision-making |
| Auto-transfer of sales data to production | Ensures continuity and accuracy of information flow |
| Auto-generated quotes based on production data analysis | Faster response times and adaptive pricing strategy |
| Cross-department reporting (Sales & Finance) | Improved planning and performance tracking |
🕖 When is the right time?
- You’re actively using both Salesforce and Helios, and you know what data is managed where.
- Manual work between systems or invoice errors are slowing you down.
- You want to build on data and automation, not on improvisation.
Are you wasting time manually entering data between your CRM and ERP?
Want a unified view of orders, invoices, and approval workflows?
Curious how automation saves time and costs?
Then our recorded webinar “How to Connect Salesforce and Helios” is for you!
🧩 Key challenges - and how to avoid them
🧩 Main challenge | ✅ How to avoid It |
|---|---|
| Different terminology and data structure | Perform detailed data mapping at the start of the project |
| Helios not ready for integration | Verify API availability and technical capabilities with the Helios provider |
| Complex business logic | Clean up and simplify the process in Salesforce first |
| Unclear approval responsibilities | Collaboratively create a “decision tree” for the entire process |
| Customer expects a miracle without involvement | Transparently explain that client and vendor cooperation is essential |
🤝 How Does the Collaboration Work?
📌 Client → Brings knowledge of internal processes and needs
e.g. “We want to transfer invoices from Helios to Salesforce so the sales team sees payment status.”
📌 We (Namiru) → Propose integration scenario and technical solution
e.g. Invoices are transferred every morning, in structure XY, to a custom object in Salesforce.
📌 Helios Provider → Supplies API documentation, test environment, and output validation
e.g. Integration via REST API with a specific endpoint for invoices.
🔗 Types of Integration
🔗 Integration Type | ✅ Best For | 📝 Description |
|---|---|---|
| One-way (Helios → Salesforce) | Reporting, sales team overview | Transfers invoices, payment status, and customer data |
| Two-way | Process automation | e.g. An order in Salesforce triggers invoice creation in Helios |
| Batch Synchronization | Most B2B companies | Data sync between systems 1-2 times a day |
| Real-time Synchronization | E-commerce, high-frequency services | e.g. Instant generation of payment links or invoices |
🧭 Summary
Integrating Salesforce and Helios is more than just connecting two systems. It’s about:
- Gaining real-time insight
- Reducing manual work and errors
- Accelerating invoicing and tracking
- Strengthening collaboration between Sales and Finance
We’ll be happy to help design a tailored scenario for your company - whether you're a manufacturing business, B2B service provider, or a SaaS company with a licensing model.
Curious how integration could work in your company?
📩 Get in touch - the first consultation is free and will help you explore your options with confidence.