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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This video demonstrates how to add and manage existing Code Types and Code Values in SAP Agent Performance Management.
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This video demonstrates how to configure a new language for Users, Codes, Labels and Messages in SAP Agent Performance Management.
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This video explains how to create and manage hierarchies in SAP Agent Performance Management.
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This video offers an introduction of different reporting formats, including demonstrations of configuring a QB Query, viewing Report Form details and extraction of…
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This video introduces a demonstration in using Data Import Formats to import data into SAP Agent Performance Management.
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In this video, you'll learn how to configure, customize and relocate Portals, Tabs and Menu Items in SAP Agent Performance Management.
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This video demonstrates ways to add and manage widgets with global and user dashboards in SAP Agent Performance Management.
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This video demonstrates how to enable and disable global features and functions for users in SAP Agent Performance Management.
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This video demonstrates how to test validation rules and parameters in the External Validator and OK2 features of SAP Agent Performance Management.
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This video demonstrates how to configure validation rules and parameters in the External Validator feature of SAP Agent Performance Management.
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This video introduces the features of the External Validator in SAP Agent Performance Management.
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This video demonstrates multiple ways to locate Product, Customer, and Contract records in SAP Agent Performance Management.
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This video explains how to create and manage Producer and Compliance records in APM.
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This video offers a short introduction and demonstration of the SAP Agent Performance Management's Book of Business. Learn to locate ownership, accounts records,…
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This video introduces SAP Agent Performance Management, formerly marketed as SAP Producer Pro and Calliduscloud ICM.
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This video offers a short introduction and demonstration of the SAP Agent Performance Management's user interface.