Manage and track asset finance deals directly in Salesforce.
Run and manage title searches directly within Salesforce for faster, safer due diligence.
Create Amortisation Schedules in Salesforce CRM for every single Deal
No More Manual Logging Just Smarter Communication Tracking
Auto-extract data from PPSR reports to build and export asset schedules in Salesforce.
Run PPSR Searches Directly from Salesforce CRM
Connect and communicate with clients via WhatsApp, calls, and SMS all within Salesforce.
Request, receive, and manage client documents securely within Salesforce.
Run and manage title searches directly within Salesforce for faster, safer due diligence.
Our website address is: https://salesforcecrm.com.au/
Salesforce CRM Consulting PTY LTD (“we,” “us,” or “our”) provides Salesforce consulting and development services to clients across various industries. Your privacy is important to us, and this policy explains how we collect, use, and protect your personal information.
When visitors leave comments on the site, we collect the data shown in the comments form, as well as the visitor’s IP address and browser user agent string to help with spam detection.
An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to check if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After your comment is approved, your profile picture will be visible to the public alongside your comment.
If you upload images to the website, please avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.
When you fill out a contact or demo request form, we collect the information you provide (such as your name, email address, phone number, company name, and message).
We use this information solely to respond to your inquiries, schedule demos, and provide the services you requested.
We respect your privacy choices. Any personal information you provide through opt-in forms will not be shared with third parties for marketing or promotional purposes.
If you leave a comment on our site, you may opt-in to saving your name, email address, and website in cookies for your convenience—so you don’t have to fill in your details again when leaving another comment. These cookies last for one year.
If you visit our login page, a temporary cookie will be set to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, several cookies are set up to save your login information and display preferences. Login cookies last for two days, and screen options cookies last for a year. Selecting “Remember Me” keeps your login active for two weeks. Logging out removes these cookies.
If you edit or publish content, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the content you just edited. It expires after one day.
Articles and pages on this site may include embedded content (e.g., videos, images, articles, etc.). Embedded content from other websites behaves exactly as if the visitor has visited the external website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with their content, including tracking your interaction if you have an account and are logged in to that website.
We do not sell, rent, or share your personal data with third parties for marketing or promotional purposes.
Text messaging opt-in data and consent will not be shared with or obtained by any third parties. If you wish to opt out of communications, you may text STOP or contact us at info@salesforcecrm.com.au
If you leave a comment, the comment and its metadata are retained indefinitely so that we can automatically recognize and approve follow-up comments instead of holding them for moderation.
For registered users (if any), we store the personal information they provide in their user profiles. All users can see, edit, or delete their personal information at any time (except usernames). Website administrators can also see and edit that information.
f you have an account on this site or have left comments, you may request an exported file of the personal data we hold about you, including any data you’ve provided. You can also request that we erase any personal data we hold about you, except data we must retain for administrative, legal, or security purposes.
Visitor comments may be checked through an automated spam detection service.
Some contact form submissions may be processed by secure third-party service providers (such as CRM tools or email platforms) solely to facilitate communication and service delivery.
For any privacy-specific concerns, please contact us at:
Email: info@salesforcecrm.com.au
Address: Salesforce CRM Consulting PTY LTD, 11 Eshal Cresent Wyndham Vale VIC 3024 Australia
We implement industry-standard security measures to protect your data, including encryption, firewalls, and secure access protocols. Our team continuously monitors systems for potential vulnerabilities and unauthorized access.
In the unlikely event of a data breach, affected users will be notified promptly and appropriate corrective measures will be taken, including password resets and security reviews.
We may receive limited business contact information from trusted partners or publicly available sources to improve our service offerings.
We do not perform automated decision-making or profiling that produces legal or similarly significant effects on individuals.
We comply with applicable data protection and privacy regulations, including GDPR (where applicable), and uphold transparency in all our data-handling practices.
Last Updated: 13/11/2025