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Salesforce Experience Cloud

Is Salesforce Experience Cloud Salesforce Communities?

The Salesforce ecosystem is in a constant state of evolution, and the introduction of the Salesforce Experience Cloud is a significant development aimed at delivering connected digital experiences to consumers rapidly. Is Salesforce Experience Cloud Salesforce Communities? In a recent update, Salesforce announced that the Community Cloud will now be rebranded as the Salesforce Experience Cloud. This renaming reflects the platform’s evolution to meet the diverse needs of consumers and highlights Salesforce’s commitment to creating exceptional digital experiences. The Salesforce Experience Cloud serves as a digital experience platform, enabling organizations to create scalable digital experiences for partners, consumers, and employees. Leveraging features from Salesforce CRM, Experience Builder, and CMS, the platform empowers organizations to swiftly develop websites, portals, and personalized content, all with just a few clicks. So, why did Salesforce decide to rename the Community Cloud to the Experience Cloud? The renaming signifies Salesforce’s dedication to enhancing people’s lives and transforming businesses. By shifting the focus from building communities to creating community experiences, Salesforce aims to underscore the importance of data-powered digital experiences that foster collaboration, automation, and real business value. The transition from Community to Experience Cloud represents a step into the future, where the platform integrates data and content seamlessly to provide meaningful solutions. This evolution brings added flexibility and efficiency to user journeys, enhancing the overall digital experience. But how does the Salesforce Experience differ from the Salesforce Community? With the rebranding, you’ll notice changes and improvements in the tools used to design sites. For instance, the Site built using the Experience Cloud, formerly known as the Community, can now be developed using either Visualforce or Experience Builder. This change in terminology signifies a broader shift in the platform’s capabilities. Moreover, other components within the Digital Experiences menu have been simplified and replaced, emphasizing the evolution from the Community Cloud to the Experience Cloud. Understanding the transition from Community to Experience Cloud is necessary for anyone embarking on the journey as an Experience Cloud Consultant. Whether you’re an existing user or a newcomer, grasping the significant differences between the two platforms is crucial. And to further explore the impact of this transition on your organization, consider joining industry-led courses like those offered by saasguru. Frequently Asked Questions (FAQ): Content updated March 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce AI

AI Learning

The prevalence of Artificial Intelligence (AI) news is a clear indicator AI is here to stay, and whether you’re navigating the intricacies of AI or expanding your knowledge daily, one certainty remains: AI is the future of work. To support your journey in acquiring AI skills, Salesforce provides resources on Trailhead, Salesforce’s free online learning platform. As discussions about AI advancements shaping our lives unfold, concerns about the future and potential job displacement may be part of the conversation. Nevertheless, the outlook is optimistic; successful AI aims to enhance, not replace, the human workforce. According to IDC, the Salesforce economy, driven by AI, is projected to generate a net gain of $2.02 trillion in worldwide business revenues and create 11.6 million jobs globally between 2022 and 2028. The potential for AI in the workplace is huge, with 60% of global workers expressing excitement about using Generative AI in their roles. Prospect of AI The prospect of AI streamlining mundane tasks is compelling, and executives estimate that 40% of workers will need reskilling in the next three years due to AI. However, 62% of workers admit they lack the skills to use AI effectively and safely, posing a challenge in determining which tools and skills to prioritize. Trailhead, committed to breaking down barriers to learning in the digital-first world, is heavily investing to ensure everyone can acquire AI skills and thrive in this evolving work landscape. Contrary to misconceptions, AI is not exclusive to developers or data scientists. Today’s AI technology empowers salespeople to craft compelling prospecting emails, enables service reps to address issues swiftly through case swarming, and allows marketers to create highly personalized customer journeys. AI is not someone else’s concern; it is relevant for anyone in business. As more companies recognize the value of AI, the demand for individuals who can implement AI-based systems is growing. With a shortage of experts in this emerging field, we’re here to help you upskill and position yourself as the AI hero your company needs. Now is the opportune moment to enhance your AI skills. There are numerous complexities and limited time for learning. You may wonder where to focus your efforts. We’ve identified five key areas of AI expertise that employers are seeking: Regardless of your chosen focus, learning about AI is a valuable investment. We are at a juncture where organizations recognize the need for AI. But they lack individuals who understand its intricacies. By enhancing your AI knowledge, you become a unique asset to your company, a strategic career move in these changing times! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Sales Cloud

Planning for Einstein Sales Cloud

Salesforce Sales Cloud is a powerful catalyst for your organization’s business expansion, representing a significant investment in the growth of your enterprise. By incorporating Sales Cloud Einstein with your Sales Cloud instance, along with your sales and marketing teams, can operate at an enhanced level of efficiency. The key to success lies in meticulous planning for the implementation of Sales Cloud Einstein. The enormous potential of the Einstein Platform is a potential gamechanger. Launched in 2016, during the Dreamforce conference, Einstein is a solution that combines AI, CRM data, and processes assisted with analytical techniques. It optimizes the capabilities of the entire Salesforce platform. By offering multiple functions and tools based on machine learning and deep learning in order to make processes more intelligent. Planning for Einstein Sales Cloud shortens your time to success. In the pre-enablement phase, a comprehensive understanding of your business challenges and priorities is imperative. Armed with this knowledge, you can identify the specific Sales Cloud Einstein features that align with your organizational goals. Ensuring alignment across your teams facilitates the measurement of success throughout the implementation process. Identifying challenges within the organization, such as data overload, time constraints, vague processes, and difficulty in recognizing opportunities at risk, sets the stage for a strategic implementation. Beginning with a small, diverse group of users allows you to test and fine-tune the selected Sales Cloud Einstein features. A Partner for Planning for Einstein Sales Cloud Leverage Salesforce or your implementation partner’s tools to ensure the richness, utility, and cleanliness of your CRM data. Transitioning into the enablement stage involves setting up Sales Cloud Einstein in your sandbox org, activating chosen features, and testing compatibility with existing architecture, workflows, and Lightning components. Effective communication with users is crucial during this stage, outlining the goals and features of Sales Cloud Einstein. Providing SMART goals—specific, measurable, achievable, relevant, and time-bound—facilitates the measurement of implementation success. Key performance indicators may include lead conversion rate increases, closed-won rate increases, opportunity pipeline growth, or reduced time to close opportunities. As you prepare to go live in your Salesforce org, assign Sales Cloud Einstein licenses to a diverse user group, including power users, a pilot group, and representatives from various departments. A successful post-enablement stage involves gathering feedback from users, measuring return on investment (ROI), and expanding user groups. Essential stages for a successful Sales Cloud Einstein implementation encompass: Planning for Sales Cloud Einstein Plan your Sales Cloud Einstein rollout in three stages: pre-enablement, enablement, and post-enablement. For those without an implementation partner, Salesforce’s setup guide offers a step-by-step walkthrough of the above stages. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce AI

Einstein Opportunity Scoring

Let Salesforce’s artificial intelligence help you and your team focus on the right opportunities so you can close more deals with Einstein Opportunity Scoring. Each opportunity in Salesforce is given a score, from 1 to 99, which is available on opportunity records and list views. Sales reps use these opportunity scores to identify top opportunities. If you use Collaborative Forecasts, opportunity scores are also available on the forecasts page. Plus, use scores with reports, Process Builder, and workflows. Einstein Opportunity Scoring is available to users with or without a Sales Cloud Einstein license. Opportunity scores tell you the likelihood that an opportunity will be closed won. For each opportunity score, Einstein shows the factors that have contributed the most to the score, both positively and negatively. Einstein uses your team’s past closed opportunities, won and lost, to create a predictive scoring model.  This model helps identify which opportunities are most likely to result in a win. Einstein Opportunity Scoring in Lightning In Lightning Experience, the score is shown on the compact layout of opportunity records or on the Details tab. Hover over the score to see a list of factors that contribute to the score. For example, a score could be relatively high because the opportunity is moving quickly through the stages compared to other opportunities. In Salesforce Classic, the score is shown on the record detail of opportunity records. The contributing factors are shown. You can add the Opportunity Score field to any of your opportunity list views. If you don’t see the score on public list views, ask your Salesforce admin to add it. In Lightning Experience, hover over the score in the list view to see the factors that contribute to the score. In Salesforce Classic, the contributing factors aren’t available from the list views. Instead, navigate to the opportunity record detail page. The opportunity score can be calculated using a variety of factors, such as market demand, competitive landscape, the potential ROI, and the resources required to pursue the opportunity. Einstein Opportunity Scoring provides an unbiased, objective prediction on the likelihood of a deal closing, based on data patterns from previously closed deals. Then, take the guesswork out of forecasting. Einstein Forecasting uses AI technology to bring more certainty and visibility to your forecasts. Improve forecasting accuracy, get forecast predictions, and track how sales teams are doing. What is the difference between Einstein Lead Scoring and opportunity scoring? Einstein Opportunity Scoring is part of Sales Cloud Einstein Scoring, which also includes Einstein Lead Scoring. In the hierarchy, Einstein Lead Scoring comes under Salesforce’s Sales Cloud Einstein model. Opportunity scores tell the salesperson the likelihood of an opportunity to be won. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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Sales Cloud Einstein

Key Features of Sales Cloud Einstein

We all get excited when new technology emerges in the marketplace.  Understanding its potential impact, however, can be challenging. Sales people tend to oversell it, accounting people undersell it, and lay people misunderstand it.   In the Salesforce world, new tools are coming fast and furious.  Features of Sales Cloud Einstein are one of the most exciting.  Do you wonder why? Let’s look at Sales Cloud Einstein to provide insights into how it can empower your organization to boost sales. The key features of Sales Cloud Einstein encompass Einstein Lead Scoring, Einstein Email Insights, Salesforce Inbox, Einstein Automated Contacts, Einstein Activity Capture, Einstein Opportunity Scoring, Einstein Opportunity Insights, Einstein Forecasting, and the Sales Analytics App. Below is an overview of the features. More in depth looks can be found in the Tectonic blog. Here’s what each feature does: Incorporating Sales Cloud Einstein Incorporating Sales Cloud Einstein into your business strategy enhances sales efficiency, forecasting accuracy, and overall performance.  Features of Sales Cloud Einstein can boost your team’s productivity at every stage of the sales process with key predictions, intelligent recommendations, and timely automation.  It is like having your own data science team that learns from your sales team’s selling activities and CRM data.   Contact Tectonic for a comprehensive consultation on leveraging Sales Cloud Einstein to drive sales growth. To generate the most reliable intelligence, you must meet data requirements for each Sales Cloud Einstein feature. Raady for Sales Cloud Einstein? Wondering whether you’re ready for Sales Cloud Einstein or whether it can help your sales reps? Run the Sales Cloud Einstein Readiness Assessor to find out. Tectonic can help. We analyze your Salesforce implementation, in either a production or sandbox environment, and then send you a personalized report. The report tells you which Einstein features you’re ready to use now and which ones require extra steps. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce AI Einstein Next Best Action

Salesforce AI Einstein Next Best Action

Salesforce AI Einstein Next Best Action is a feature designed to identify the most effective actions available to agents and customers in real-time. Operating as a recommendation engine powered by extensive data analysis, it facilitates a dynamic workflow aimed at optimizing the customer pipeline. Tailoring recommendations to specific individuals at opportune moments is made effortless with Einstein Next Best Action. This Salesforce Platform feature enables the configuration of business rules and filters to present the most suitable course of action for any user. It offers a diverse range of recommended actions directly accessible within Salesforce, enhancing decision-making processes. Salesforce AI Einstein Next Best Action for Personalization Personalizing the customer experience: Next Best Action (NBA) empowers organizations to customize their interactions with customers based on individual preferences, behaviors, and historical data. This fosters a more personalized and pertinent experience, ultimately boosting customer satisfaction and fostering loyalty. What is Einstein’s Next Best Action for upselling? NBA continuously evaluates real-time customer data to deliver personalized recommendations for the most effective actions to take, whether it involves cross-selling, upselling, or addressing a customer concern. These recommendations consider various factors such as customer history, product usage, and behavioral patterns. Salesforce AI Einstein Next Best Action Cost Is Einstein Next Best Action free? Einstein Next Best Action operates on a usage-based entitlement model. Every organization receives a monthly allotment of free Next Best Action requests. If usage exceeds this free allowance or any purchased entitlements, Salesforce communicates with the organization to discuss additional options for their contract. Next Best Action is a paid Salesforce product but also offers free usage for up to 5000 requests each month. What is the Next Best Action strategy? Next-best-action marketing, also known as best next action or recommended action, is a customer-centric marketing approach that assesses various actions applicable to a specific customer and determines the most favorable course of action. It’s a subset of next-best-action decision-making focused on optimizing customer interactions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Sales Cloud Einstein Forecasting

Sales Cloud Einstein Forecasting

Salesforce, the global leader in CRM, recently unveiled the next generation of Sales Cloud Einstein, Sales Cloud Einstein Forecasting, incorporating AI into every phase of the sales cycle, from pipeline building and deal closing to business growth. The new Einstein Forecasting tool enhances visibility and intelligence, enabling sales leaders to more accurately predict sales revenue at each stage. Additionally, Einstein Opportunity Scoring prioritizes high-value opportunities, and Einstein Email Insights identifies critical emails, allowing sales reps to sell faster and smarter. Introducing Einstein Forecasting Einstein Forecasting revolutionizes business predictability, benefiting everyone from the head of sales to the CFO. Traditional forecasting methods, often reliant on incomplete spreadsheets and outdated systems, result in inaccurate projections, underperformance, and business disconnection. In fact, less than half of deals close as forecasted, leading to missed quotas and revenue shortfalls. Sales Cloud Einstein Forecasting Einstein Forecasting is a fully automated, out-of-the-box solution utilizing a company’s historical CRM data to eliminate guesswork. By combining data mining and machine learning, it analyzes factors like seasonality and historical performance to deliver highly accurate, individualized sales forecasts. Its self-learning algorithms assess individual and team forecasting behaviors, adjusting for optimism or pessimism to provide unbiased analysis. Moreover, Einstein translates forecast data into human language, helping sales leaders understand pipeline expectations and reasons. For example, a regional manager for a trucking company can use a dashboard to see if the team is on track or if any deals are in jeopardy of not closing or being lost. This foresight allows for timely intervention. Similarly, a CFO considering expansion can use Einstein Forecasting to predict funding availability for new regions. Enhancing Sales Reps’ Efficiency with AI In addition to Einstein Forecasting, Salesforce introduced Einstein Opportunity Scoring and Einstein Email Insights to keep sales reps focused on vital deals. Einstein Opportunity Scoring Einstein Opportunity Scoring identifies, surfaces, and prioritizes the most valuable deals within Sales Cloud, such as those with large deal sizes and significant executive engagement. It monitors deals in progress, flagging high-value deals at risk, allowing reps to concentrate on building the pipeline and closing deals efficiently. For instance, sales reps can focus on the most promising deals instead of spending hours sifting through opportunities. Einstein Email Insights Einstein Email Insights acts as a personal email assistant for sales reps, powered by natural language processing (NLP). It identifies crucial emails and recommends actions or responses, helping reps prioritize their inbox and quickly address customer needs. This proactive approach ensures that deals continue moving forward, from scheduling meetings to sending quotes. For example, a sales rep returning from a day of meetings can quickly find and address important emails without sifting through their inbox. Benefits of Einstein Forecasting Einstein Forecasting leverages AI technology to bring certainty and visibility to forecasts, enhancing accuracy, predicting outcomes, and tracking team performance. Salesforce Einstein Celebrates One Year of Innovation Since its launch in September 2016, Salesforce Einstein has brought AI capabilities to every business user, transforming customer experiences across the Customer Success Platform. Today, Einstein delivers over 475 million daily predictions, enabling companies like U.S. Bank, Room&Board, FareCompare, Silverline, and Black Diamond to operate smarter and more productively. Additionally, Einstein Platform Services empower developers to build AI-powered CRM apps using computer vision and NLP, with over 7,000 developers already creating Einstein-powered apps. Under Chief Scientist Dr. Richard Socher, Salesforce Research has published 10 academic papers, advancing deep learning technology for Salesforce customers. Einstein Predictions Enabling Einstein Forecasting displays the Einstein prediction column on the forecasts page, showing median predicted amounts for each manager’s team based on opportunities within the Best Case and Commit forecast categories. Predictions may not appear if there is insufficient historical data or a large prediction range. Predictions are typically in US dollars unless multiple currencies are used, in which case amounts are converted based on the static conversion rate set by the Salesforce admin. Selecting a prediction value reveals detailed information in the side panel, including the prediction range, a breakdown of wins from existing and new deals, and top factors contributing to the prediction. The Forecast Changes Chart offers a visualization of predicted closings within a forecast period, highlighting key performance indicators. New Salesforce AI Innovation Fund To foster next-generation AI solutions, Salesforce Ventures announced a $50 million Salesforce AI Innovation Fund. Fast-growing AI startups Highspot, Squirro, and TalkIQ are the first recipients, accelerating their development of transformative AI solutions on Salesforce. Additionally, Salesforce Ventures has invested in All Turtles, an AI startup studio partnering with founding teams to create AI-centric products. Salesforce will collaborate with All Turtles to co-create advanced AI solutions on the Salesforce platform. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Roles in AI

Salesforce’s Quest for AI for the Masses

The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Elm furniture store on University Avenue in Palo Alto. A group of artificial intelligence enthusiasts within Salesforce, seeking to enhance the impact of machine learning models, embarked on this mission two years ago. While shoppers checked out furniture above, they developed a system to automate the creation of machine learning models. Thus Salesforce’s Quest for AI for the Masses started. Despite being initially named after the Transformers leader, the tie-in was abandoned, and Salesforce named its AI program Einstein. This move reflects the ambitious yet practical approach Salesforce takes in the AI domain. In March, a significant portion of Einstein became available to all Salesforce users, aligning with the company’s tradition of making advanced software accessible via the cloud. Salesforce, although now an industry giant, retains its scrappy upstart identity. When the AI trend gained momentum, the company aimed to create “AI for everyone,” focusing on making machine learning affordable and accessible to businesses. This populist mission emphasizes practical applications over revolutionary or apocalyptic visions. Einstein’s first widely available tool is the Einstein Intelligence module, designed to assist salespeople in managing leads effectively. It ranks opportunities based on factors like the likelihood to close, offering a practical application of artificial intelligence. While other tech giants boast significant research muscle, Salesforce focuses on providing immediate market advantages to its customers. Einstein Intelligence The Einstein Intelligence module employs machine learning to study historical data, identifying factors that predict future outcomes and adjusting its model over time. This dynamic approach allows for subtler and more powerful answers, making use of various data sources beyond basic Salesforce columns. Salesforce’s AI team strives to democratize AI by offering ready-made tools, ensuring businesses can benefit from machine learning without the need for extensive customization by data scientists. The company’s multi-tenant approach, serving 150,000 customers, keeps each company’s data separate and secure. Salesforce’s Quest for AI for the Masses To scale AI implementation across its vast customer base, Salesforce developed Optimus Prime. This system automates the creation of machine learning models for each customer, eliminating the need for extensive manual involvement. Optimus Prime, the AI that builds AIs, streamlines the process and accelerates model creation from weeks to just a couple of hours. Salesforce plans to expand Einstein’s capabilities, allowing users to apply it to more customized data and enabling non-programmers to build custom apps. The company’s long-term vision includes exposing more of its machine learning system to external developers, competing directly with AI heavyweights like Google and Microsoft in the business market. Originally published in WIRED magazine on August 2, 2017 and rewritten for this insight. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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