Line56 has some good commentary on the impact that enterprise integration tools are having on the CRM market.
For many years, the ERP vendors have argued that their enterprise wide integration gave them a competitive advantage when competing with solutions made up of several best-of-breed vendors. However, using integration tools such as webMethods, Seibel and other best-of-breed vendors are beginning to claim the ability to integrate without a long process of custom development. If successful, this may offer users the best of both worlds: best-of-breed functionality along with comprehensive integration.