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SAP Agent Performance Management
Initially created for insurance, telecommunications, and financial industries, SAP Agent Performance Management, or APM, for short, coordinates the many roles of an agent’s lifecycle, including agent onboarding, compliance and regulatory licensing, selling and reporting hierarchies, agent and broker communication, managing agent books of business, and much more. Experts are responsible for the configuration, implementation or ongoing support of APM. Examples: Administrators, Consultants, Architects, & Developers. A Business End User performs a wide range of tasks that allow for the optimal use of APM and enables them to perform their everyday work. Examples: Sales Reps, Service Agent, Content Manager, & Marketeer. Pick the Role that best suits you below or choose the Video Library tab to access all videos that are relevant for APM.

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  • 17 Media
  • Channels
  • Thumbnail for entry Configuring Codes in SAP Agent Performance Management

    03:48

    Configuring Codes in SAP Agent Performance…

    Configuring Codes in SAP Agent Performance Management

    From openSAP Microlearning on July 10th, 2020

    0   0 likes  | 45    45 plays  | 0  
    This video demonstrates how to add and manage existing Code Types and Code Values in SAP Agent Performance Management.
  • Thumbnail for entry Configuring Languages in SAP Agent Performance Management

    04:22

    Configuring Languages in SAP Agent Performance…

    Configuring Languages in SAP Agent Performance Management

    From openSAP Microlearning on July 8th, 2020

    0   0 likes  | 27    27 plays  | 0  
    This video demonstrates how to configure a new language for Users, Codes, Labels and Messages in SAP Agent Performance Management.
  • Thumbnail for entry How to Create and Manage Hierarchies in SAP Agent Performance Management

    05:16

    How to Create and Manage Hierarchies in SAP Agent…

    How to Create and Manage Hierarchies in SAP Agent Performance Management

    From openSAP Microlearning on July 6th, 2020

    0   0 likes  | 57    57 plays  | 0  
    This video explains how to create and manage hierarchies in SAP Agent Performance Management.
  • Thumbnail for entry Reporting in SAP Agent Performance Management

    06:01

    Reporting in SAP Agent Performance Management

    Reporting in SAP Agent Performance Management

    From openSAP Microlearning on June 29th, 2020

    0   0 likes  | 59    59 plays  | 0  
    This video offers an introduction of different reporting formats, including demonstrations of configuring a QB Query, viewing Report Form details and extraction of…
  • Thumbnail for entry Introducing Data Import Formats in SAP Agent Performance Management

    06:42

    Introducing Data Import Formats in SAP Agent…

    Introducing Data Import Formats in SAP Agent Performance Management

    From openSAP Microlearning on June 22nd, 2020

    0   0 likes  | 41    41 plays  | 0  
    This video introduces a demonstration in using Data Import Formats to import data into SAP Agent Performance Management.
  • Thumbnail for entry Customizing Menus in SAP Agent Performance Management

    03:48

    Customizing Menus in SAP Agent Performance…

    Customizing Menus in SAP Agent Performance Management

    From openSAP Microlearning on June 18th, 2020

    0   0 likes  | 71    71 plays  | 0  
    In this video, you'll learn how to configure, customize and relocate Portals, Tabs and Menu Items in SAP Agent Performance Management.
  • Thumbnail for entry Managing Widgets in SAP Agent Performance Management

    04:54

    Managing Widgets in SAP Agent Performance…

    Managing Widgets in SAP Agent Performance Management

    From openSAP Microlearning on June 12th, 2020

    0   0 likes  | 71    71 plays  | 0  
    This video demonstrates ways to add and manage widgets with global and user dashboards in SAP Agent Performance Management.
  • Thumbnail for entry Managing Global Features in SAP Agent Performance Management

    02:42

    Managing Global Features in SAP Agent Performance…

    Managing Global Features in SAP Agent Performance Management

    From openSAP Microlearning on June 12th, 2020

    0   0 likes  | 57    57 plays  | 0  
    This video demonstrates how to enable and disable global features and functions for users in SAP Agent Performance Management.
  • Thumbnail for entry Testing Rules and Parameters in the External Validator and OK2 in SAP Agent Performance Management

    05:25

    Testing Rules and Parameters in the External…

    Testing Rules and Parameters in the External Validator and OK2 in SAP Agent Performance Management

    From openSAP Microlearning on June 11th, 2020

    0   0 likes  | 32    32 plays  | 0  
    This video demonstrates how to test validation rules and parameters in the External Validator and OK2 features of SAP Agent Performance Management.
  • Thumbnail for entry Configuring Rules and Parameters in the External Validator in Agent Performance Management

    06:54

    Configuring Rules and Parameters in the External…

    Configuring Rules and Parameters in the External Validator in Agent Performance Management

    From openSAP Microlearning on June 11th, 2020

    0   0 likes  | 25    25 plays  | 0  
    This video demonstrates how to configure validation rules and parameters in the External Validator feature of SAP Agent Performance Management.
  • Thumbnail for entry Introducing the External Validator in SAP Agent Performance Management

    02:09

    Introducing the External Validator in SAP Agent…

    Introducing the External Validator in SAP Agent Performance Management

    From openSAP Microlearning on May 29th, 2020

    0   0 likes  | 25    25 plays  | 0  
    This video introduces the features of the External Validator in SAP Agent Performance Management.
  • Thumbnail for entry How to Locate Producer, Product, Customer, and Contract Records in Agent Performance Management

    04:31

    How to Locate Producer, Product, Customer, and…

    How to Locate Producer, Product, Customer, and Contract Records in Agent Performance Management

    From openSAP Microlearning on May 15th, 2020

    0   0 likes  | 94    94 plays  | 0  
    This video demonstrates multiple ways to locate Product, Customer, and Contract records in SAP Agent Performance Management.
  • Thumbnail for entry Creating Producer and Compliance Records in SAP Agent Performance Management

    07:07

    Creating Producer and Compliance Records in SAP…

    Creating Producer and Compliance Records in SAP Agent Performance Management

    From openSAP Microlearning on May 15th, 2020

    0   0 likes  | 75    75 plays  | 0  
    This video explains how to create and manage Producer and Compliance records in APM.
  • Thumbnail for entry Managing Books of Business in SAP Agent Performance Management

    05:56

    Managing Books of Business in SAP Agent…

    Managing Books of Business in SAP Agent Performance Management

    From openSAP Microlearning on May 15th, 2020

    1   1 likes  | 106    106 plays  | 0  
    This video offers a short introduction and demonstration of the SAP Agent Performance Management's Book of Business. Learn to locate ownership, accounts records,…
  • Thumbnail for entry Introducing SAP Agent Performance Management

    04:22

    Introducing SAP Agent Performance Management

    Introducing SAP Agent Performance Management

    From openSAP Microlearning on May 15th, 2020

    1   1 likes  | 279    279 plays  | 0  
    This video introduces SAP Agent Performance Management, formerly marketed as SAP Producer Pro and Calliduscloud ICM.
  • Thumbnail for entry Navigating the SAP Agent Performance Management's User Interface

    05:29

    Navigating the SAP Agent Performance…

    Navigating the SAP Agent Performance Management's User Interface

    From openSAP Microlearning on May 15th, 2020

    0   0 likes  | 148    148 plays  | 0  
    This video offers a short introduction and demonstration of the SAP Agent Performance Management's user interface.
  • Thumbnail for entry Overview of SAP Producer Pro

    09:36

    Overview of SAP Producer Pro

    Overview of SAP Producer Pro

    From openSAP Microlearning on February 1st, 2019

    0   0 likes  | 1,045    1,045 plays  | 0  
    This Producer Pro Overview is a high-level summary of the application’s value, user interface, producer management functionalities, and data reporting features. …

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